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A Bird's Eye View Blog

Market Highlights in Charts 9.25.17

By:BCM Investment Team | Date:Sep25, 2017 | Category: Equity, Economics, Market Highlights, Fireside Charts

1. Looks like U.S. Housing is running into another headwind... affordability

 

chart 1 9.25.jpg

Source: WSJ Daily Shot, As of 9/21/17

 

 

2. Is the volatility level becoming surreal?

 

chart 2 9.25.png

Source: WSJ Daily Shot, As of 9/20/17

 

 

3. A canary?

 

chart 3 9.25.jpg

Source: WSJ Daily Shot, As of 9/21/17

 

 

4. ...And interest rates are likely to rise... but how far and how fast?

 chart 4 9.25.jpg

Source: WSJ Daily Shot; As of 9/21/17

 

 

5. Given the Fed and ECB's actions this is even more surreal!!

 

chart 5 9.25.jpg

Source: WSJ Daily Shot; As of 9/20/17

 

 

6. Despite claims of this being the most expensive market ever....

 chart 6 9.25.png

 

Source: JP Morgan Asset Management; Data as of 6/30/17

 

 

7. Some metrics on the health of large U.S. Corporations.

chart 7 9.25.jpg

Source: JP Morgan Asset Management; Data as of 6/30/17

 

 

8. Here is the Fed's plan. We'll see if the markets cooperate…

 

chart 8 9.25.jpg

Source: JP Morgan Asset Management; Data as of 6/30/17

 

 

9. Encouraging signs of global economic health (or is this confirmation bias?)

 

chart 9 9.25.png

Source: JP Morgan Asset Management; Data as of 6/30/17

 

 

10. Why it is so hard to meet a financial plan with a 4-5% withdrawal rate

 

chart 10 9.25.jpg

Source: JP Morgan Asset Management; Data as of 6/30/17

 

 

11. SMID continues to move up...

 

chart 11 9.25.jpg

Source: Thechartstore.com; As of 9/24/17

 

 

12. Utilities and high dividend payers took it on the chin with rising rates.

 

chart 12 9.25.jpg

Source: Thechartstore.com; As of 9/24/17

 

 

13. Is it possible a correction could be caused by all the short positions on the VIX (when they cover)?

 

char 13 9.25.png

Source: WSJ Daily Shot; As of 9/19/17