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% ...
Fireside Charts: Activity Ticks Up, Competition in the Housing Market, and The Nasdaq Races Past Its Peers
June 24, 2020The economy is showing more signs of life as the end of Q2 approaches. The Chicago Fed National Activity Index has crossed sharply into growth territory, beating expectations by a more ...
Fireside Charts: A Look at the Spring Sell-Off, the Yield Curve Normalizes, and a Covid-19 Update
June 22, 2020The markets have staged a remarkable comeback since their March lows—the ...
Fireside Charts: Unshakable Unemployment, Economic Indicators Tick Up, and the Suffering Energy Sector
June 19, 2020Another 2.2 million Americans filed for unemployment assistance last week as ...
Fireside Charts: Retail Sales Spike 17.7%, a Look Ahead at Recovery, and Are Equities Too Dependent on Stimulus?
June 17, 2020U.S. retail activity came back with a vengeance in May following April's disastrous 14.7% plunge—the 17.7% spike is the largest ever monthly increase in spending and could hint at ...
Fireside Charts: Equities Tick Up, the Cost of Stimulus, and COVID-19 Trends
June 15, 2020Risk-off sentiment seemed to have returned last week following both the market's worst day of trading in months and a warning from the Fed that "the path ahead is extremely uncertain." ...
Fireside Charts: Deflated Inflation, Record-High Corporate Debt, and Near-Zero Rates Are Here to Stay
June 12, 2020U.S. CPI fell for the third straight month to near-zero in May and Core CPI didn't fare much better. According to the OECD, inflation in advanced countries is likely to remain low ...
