- Daily Chartbook
- Posts
- DC Lite #230
DC Lite #230
5 of Monday's best charts and insights
Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights. Upgrade to get all 30 charts.
1. Crypto asset flows. "Digital asset inflows reached US$901m last week, pushing year-to-date inflows to US$27bn, nearly triple the 2021 record."
2. SPX put vs. call skew. The recent divergence in put skew vs. call skew suggests a hedging bias against downside risks.
3. Vol control funds vs. SPX. "Vol control funds should be very active buyers over the next two weeks as longer-term realized volatility declines. These will be purely structural flows that should foster a supportive backdrop for the equities market, with essentially zero ties to any fundamental analysis."
4. Seasonality. "The best six months of the year are right around the corner."
5. Six-week streaks. "At the end of six consecutive up weeks, the following week and one month later, there is normally more downside action."