Fireside Charts: Earnings Projections Revised Higher, A Look at GDP Recovery, and More Risk for Less Reward
July 22, 2020American unemployment remains at historic highs as debate wages on about ...
Fireside Charts: Consumer Confidence Plummets, Anemic Earnings Projections, and a Spiking M1
July 20, 2020Though not perfect and certainly not without several threats still ...
Fireside Charts: Unemployment Climbs, Strong Recoveries from Retail & Manufacturing, and Trouble for High Yield
July 17, 2020The declines in first-time unemployment claims have stalled, and in fact ...
Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm
July 16, 2020In this record-low interest rate environment, advisors will need to adapt—stepping beyond traditional asset allocation and the 60/40 ...
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 ...
