Fireside Charts: The U.S. Struggles to Make Rent, and is EM Ready to Run?
August 12, 2020There's a lot going on in D.C these days, but an effective response on housing—or a cross-party ...
How Should Investors Think About the Upcoming Election’s Impact on the Stock Market?
August 11, 2020The top question we are being asked from advisors right now: “is there data that can help me anticipate stock market returns in an election year?” While we have outlined some key data worth examining, our takeaway is we would caution against making any significant investment decisions based on these trends.
Fireside Charts: Breaking Down the Jobs Report, Bond Yields Dwindle Further, and America Goes Back to School
August 10, 2020Congress reached an impasse ...
LISTEN: PM Brendan Ryan on 'Behind the Markets'
August 4, 2020Elevated equity risk, rock-bottom interest rates, and climbing credit risk in an uncertain economy are just a few of the threats investors are facing more than six months into the ...
Fireside Charts: Some Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink
August 3, 2020The 32.9% annualized hit to U.S. GDP may have cast a shadow over the end of last week, but a comparison to the Eurozone shows that we were relatively successful in blunting the ...
Fireside Charts: The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger
July 31, 2020Stocks closed lower yesterday after a record-setting blow to U.S. GDP revealed the extent of the ...
Fireside Charts: Consumer Confidence Ticks Lower, the Mega-Caps Keep Busy, and the Gold Rush Continues
July 29, 2020Consumer confidence has dipped as congress continues to hammer out the details ...
Fireside Charts: Gold and Semiconductors Surge, and Economists' Interest Rate Predictions
July 27, 2020There is a lot of news coming this week including key earnings announcements, ...
Fireside Charts: Political Tension and Stalled Recovery Spark Market Losses, and What's Ahead for Bond Yields?
July 24, 2020Equities have sunk on
VIDEO: BCM's 2Q20 Quarterly Market Update Call with the PM
July 23, 2020We've come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has ...
