DC Lite #312

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

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Daily Chartbook
March 03, 2025

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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."

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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

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