Fireside Charts: The Market Rout, 'Double Dips,' and the U.S. Unemployment Rate Falls Below 10%
September 4, 2020The U.S. unemployment rate fell below 10% for the first tine since March last month, but a politicized process—and a week-over-week rise in new claims—is undercutting confidence in the ...
Fireside Charts: The Future of Inflation, the Manufacturing Recovery, and the Sinking USD
September 2, 2020Last week’s policy shift from the Fed brings uncertainty about the future of inflation, which has lingered below the Fed’s 2% target since 2012. Weak inflation is partially ...
Fireside Charts: U.S. Trade Deficit Approaches Record, Trailing PE at 20-year High, and the Sinking USD
August 31, 2020The U.S. goods trade deficit surged 11.7% to $79.3 billion in July—the second largest deficit on record—as imports climb back to pre-pandemic levels on recovering consumer demand. ...
Fireside Charts: Durable Goods Orders Jump, and Tech's Massive Growth & Its Implications on Sector Weightings
August 28, 2020Durable goods orders—excluding transportation—grew for the third month in a row in July after ...
Fireside Charts: A Booming Housing Market, Sinking Dividends, and Revealing Correlations From the S&P 500
August 26, 2020New home sales surged 13.9% in July to their highest level since 2006 in a pandemic-era trend ...
Fireside Charts: New High from the S&P 500, the Yield Curve Normalizes, and Manufacturing & Services PMI's V Out
August 24, 2020The S&P 500® Index closed at a new record high on Friday, boosted by ...
Fireside Charts: Is Prince singing 1999 again?
August 21, 2020Some interesting charts today... Have a great weekend!
Fireside Charts: Manufacturing Backed Up, Breaking Down the S&P, and Remember the Trade War?
August 19, 2020The NY Fed's Manufacturing Index backed up a bit in August after a near perfect v-shaped comeback ...
Fireside Charts: Record Earnings Surprises, Gold's Correlation to Tech and More GDP Figures
August 17, 2020Happy Monday! Q2 earnings expectations as a whole had the largest margin of surprise to the ...
Fireside Charts: An Unemployment Milestone, a Look at Inflation, and Bankruptcies Hit a 10-year High
Fireside Charts: An Unemployment Milestone, a Look at Inflation, and Bankruptcies Hit a 10-year High
August 14, 2020While the U. S. unemployment situation is still dire, we hit a milestone this week: for the first ...
