DC Lite #312

"The initial post-election stock market rally has largely faded"

Author

Daily Chartbook
March 03, 2025

In partnership with

Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights.

1. Q1 GDPNow. The Atlanta Fed's GDPNow model estimate for Q1 GDP growth plunged again, dropping to -2.8% from -1.5% on Friday (and +2.3% previously).

2. Crypto asset flows. "Digital asset investment products saw a 3rd consecutive week of outflows, marking the largest weekly outflows on record at a total of US$2.9bn, bringing the three-week total to [a record] US$3.8bn."

3. Equity positioning. "The initial post-election stock market rally has largely faded. Equity positioning has declined sharply, approaching neutral levels and effectively erasing the gains seen after the November 2024 election."

Sponsored content:

This smart home company grew 200%…

No, it’s not Ring or Nest—it’s RYSE, a leader in smart shade automation, and you can invest for just $1.90 per share.

RYSE’s innovative SmartShades have already transformed how people control their window coverings, bringing automation to homes without the need for expensive replacements.

This year alone, RYSE has seen revenue grow by 200% year over year and expanded into 127 Best Buy stores, with international markets on the horizon. Plus, with partnerships with major retailers like Home Depot and Lowe’s already in the works, they’re just getting started.

Now is your chance to invest in the company disrupting home automation—before they hit their next phase of explosive growth. But don’t wait; this opportunity won’t last long.

4. SOXX flows. "Finally getting some signs of capitulation in semiconductors."

5. Post-election cycle. "In the first two months of the year, the S&P 500 has followed its typical pattern for the post election cycle."

ICYMI

Reply

or to participate.