DC Lite #292

5 of Friday's best charts and insights

Author

Daily Chartbook
January 31, 2025

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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. Q1 GDP. The initial GDPNow model estimate for Q1 2025 GDP growth is 2.9%.

2. Tariffs. "President Donald Trump intends to move ahead with plans on Saturday to impose 25% tariffs on Mexico and Canada and a 10% levy on China."

3. Retail flows. "In the past week, retail traders net bought $8B+ of equities, the largest weekly inflow in 2 years."

4. Hedge fund flows. Meanwhile, across hedge funds, “weekly flows flipped net short last week, with the deepest net selling of US stocks since summer of 2024.”

5. Bubbles. A look at global equity market bubbles since 1973, including today's market (defined here as 2016-present) in green.

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