Top 5 Charts of the Day – January 9th 2021

09 January, 2021

#Housing | U.S. 30-Year Fixed-Rate #Mortgage Hit Another Record Low https://t.co/NuLl5gCwS4
— Christophe Barraud (@C_Barraud) January 9, 2021

Equity Futures positioning (updated from Dec 5):
Over the past month, Traders have piled into Stocks at one of the fastest rates in history.
This may not lead to an immediate top – but remember a month ago everyone was selling, now this is approaching the complete opposite. pic.twitter.com/eh2asbZa1M
— Macro Charts (@MacroCharts) January 9, 2021

Have I mentioned everything is vertical? pic.twitter.com/uSZulCzIcs
— Sven Henrich (@NorthmanTrader) January 9, 2021

Stocks vs commodities! pic.twitter.com/ehGJ9AIbte
— jeroen blokland (@jsblokland) January 9, 2021

Yesterday's payrolls were a -2.5 standard deviation surprise. What did markets trade? 2-year yield down (top left), 10-year yield up (top right), 30-year yield up (bottom left) & Dollar up (bottom right). Markets traded: weak data => more stimulus => US medium-term outperformance pic.twitter.com/c7MEaWSHNr
— Robin Brooks (@RobinBrooksIIF) January 9, 2021