Recent Posts
Fireside Charts: Little Consensus on EPS Projections, A Look at Dividends, and Inflation Finally Ticks Up
July 15, 2020Earnings season is upon us and no one is quite sure what we're in for. Discord ...
Fireside Charts: Unstoppable Tech, Flashes of the 2000's Bubble, and The Fed Eases off the Gas
July 13, 2020Tech has been seemingly unstoppable, even in the midst of a global pandemic, ...
Fireside Charts: U.S. Recovery Slows as New Infections Soar, and How Long Until Sluggish Bond Yields Pick Up?
July 10, 2020While the economic recovery thus far hasn't been insubstantial, it's far from ...
BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times...
July 9, 2020“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” Charles Dickens, in A Tale of Two Cities, set out to describe the necessity of compassion and the possibility of redemption during the French Revolution. Based on how 2020 has unfolded so far, we too are going to need all the compassion ...
Fireside Charts: Service Sector Recovery, Good News from Dr. Copper, and Remember the Trade War?
July 8, 2020The U.S. services sector shot back to nearly pre-pandemic levels in June, ...
Fireside Charts: Breaking Down the Jobs Report, Surging Defaults, and Manufactured Market Gains in China
July 6, 2020June's jobs report brought some pleasant surprises, showing another solid ...
Fireside Charts: Happy 4th of July!
July 3, 2020In observance of the holiday, we are taking today off from Fireside Charts. We hope everyone enjoys a fun, socially distanced and safe holiday weekend! ...
Fireside Charts: Positive Earnings Revisions at a 20-year High, 2009 Deja Vu, and a Look at Global Trade
July 1, 2020The manufacturing recovery continued in June with a solid rebound in Dallas, but momentum may be difficult to sustain through Texas's surge in COVID-19 cases and reopening. And after ...
Fireside Charts: Changing Sentiment Deals a Blow to FANG and a Look at the Risks Facing the Bond Market
June 29, 2020As demand grows for responsible content governance from social media companies—nearly 100 major brands, including Starbucks and Coca-Cola, have paused advertising on social platforms ...
Fireside Charts: Unemployment Plateaus, Good News for Banks, and a Look at Post-Recession EPS Recoveries
June 26, 2020Unemployment continues to dominate headlines in the COVID-19 era, and the onslaught of new claims isn't slowing as quickly as many had hoped. Last week's numbers showed only a 2% ...
