Fireside Charts: U.S. Job Openings Drop 14% YoY, The Big Get Bigger, and the Velocity of Money Hits Six+ Decade Low
February 12, 2020The number of U.S. job openings fell short of expectations to hit a two-year low in December, reigniting fears of a softening economy. This marks the second significant decline in a ...
Fireside Charts: Energy Sector Weakness, MBS Yields Hit ~4-Year Low, And Coronavirus Transmission Finally Slows
February 10, 2020While the S&P 500 is as "energized" as ever, the energy sector itself has been struggling; it was the worst performer in 2019 and declined 11% in the past month, making it the only ...
Fireside Charts: Cyclical Markets, Reevaluating 'Investment Grade' Debt, and an Update on China
February 7, 2020It's no secret that the S&P 500 has dominated in the past ten years, rising over 375% between 3/9/09 and 12/31/19 and cruising to another all time high this week on news of ...
Fireside Charts: Record Sector Valuations, Small Caps Fail to Keep Up, and a Look at Bonds During the SARS Epidemic
February 5, 2020Despite ongoing coronavirus fears (or perhaps because they've finally been offered some relief—thanks
Fireside Charts: Market Movement, Regional Activity Updates, and a Look at EM Manufacturing
February 3, 2020Friday was a dark day in the markets that saw the Dow and the S&P wipe out their gains for the year. Utilities have surged as investors have begun seeking safety and regional PMI's ...
Fireside Charts: Continued Coronavirus Fallout, Some Perspective on U.S. GDP, and a Look at the Eurozone
January 31, 2020While the eastern U.S. and even Germany look to have (finally) turned a corner on manufacturing, China's manufacturing PMI remains firmly on the line between growth and contraction. If ...
Fireside Charts: Another Yield Curve Inversion, More Coronavirus Fallout, and an Update on Manufacturing
January 29, 2020Much was made of 2019's yield curve inversions and the signal's penchant for predicting recessions, but a relatively strong Q3 earnings season and continued dominance from the S&P ...
Fireside Charts: Treasuries & Equities Diverge, Conference Board LEI Turns Negative, and Coronavirus Infects the Markets
January 27, 2020Equities and Treasuries are sending different signals these days, with treasury yields painting a grimmer picture than the ever-surging S&P 500. The often synchronous measures ...
Fireside Charts: Good News for the U.S. Farmer, Coronavirus Affects Markets, and Pleasant (and Surprising) Manufacturing News
January 24, 2020While we've seen some promising signs on economic activity (and even manufacturing, finally) out of New York and ...
Fireside Charts: 2020 Projections, a Review of the Decade, and What's Captured Investor Interest?
January 22, 2020As we settle into the second week of earnings season, let's take a look at what the analysts see coming in the next year. 4Q19 forecasts are predicting earnings will be down ...
