DC Lite #192

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1. Pent-up demand. "Oxford Economics’ Matthew Martin ... believes that low rates will unlock pent-up [homebuyer] demand, particularly among millennials in their prime homebuying years, and that this will limit downward pressure on prices."

2. DXY vs. SPX. "Dollar futures (DXY) have sold off during the ‘risk off’ phase (2nd half of July into 5th August); and then sold off again during the ‘risk on’ relief rally (past few weeks)."

3. Call skew. "The S&P 500 Index’s call skew, a measure of how much traders are willing to pay for bullish exposure, is steepening fast."

4. High-beta vs. Low-vol. Low-volatility stocks have led the S&P 500 rally over the past month while their high-beta counterparts are down. “This is not the usual state of affairs.”

5. SPX vs. NVDA. "The correlation between the S&P 500 and Nvidia has fallen as the stock’s effect on index earnings growth is fading."