DC Lite #87
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1. US Regime Indicator. "Our US Regime Indicator improved for the second month in February, confirming its Recovery phase."
2. Indeed Wage Tracker. "Posted wage growth came in at 3.3% in February, getting closer and closer to its pre-pandemic pace of 3.1%."
3. AUM: Gold vs. digital gold. "The total assets in the 11 spot Bitcoin ETFs have crossed above $60 billion, over $3 billion higher than the AUM of the largest Gold ETF ($56.9 billion in $GLD)."
4. Investment Manager Index survey (II). "Bullish views spread to highest number of sectors since 2021, led by healthcare and tech."
5. Active managers vs. US equities. Active managers increased exposure to US equities to the highest level (104.75) since November 2021.
