--- title: | Economics (3) description: Economics | (3) --- - [Login](http://investbcm.com/wp-login.php) - [Register](http://etf.investbcm.com/register) [![Beaumont_Logo_4C - powered by AIM](https://1782947.hs-sites.com/hs-fs/hubfs/Beaumont_Logo_4C%20-%20powered%20by%20AIM.png?width=429&height=254&name=Beaumont_Logo_4C%20-%20powered%20by%20AIM.png)](http://investbcm.com/) [Home](http://investbcm.com) » **Our Thinking** **A Bird's Eye View Blog** Subscribe to the blog for updates sent straight to your inbox:  ## [Fireside Charts: Earnings Projections Revised Higher, A Look at GDP Recovery, and More Risk for Less Reward](http://1782947.hs-sites.com/gdp-recovery) [![](https://1782947.hs-sites.com/hubfs/7.22%20Analysts%20are%20often%20wrong%20but%20never%20in%20doubt-1.png) ](http://1782947.hs-sites.com/gdp-recovery) ## [Fireside Charts: Earnings Projections Revised Higher, A Look at GDP Recovery, and More Risk for Less Reward](http://1782947.hs-sites.com/gdp-recovery) July 22, 2020 --- American unemployment remains at historic highs as debate wages on about ... ## [Fireside Charts: Consumer Confidence Plummets, Anemic Earnings Projections, and a Spiking M1](http://1782947.hs-sites.com/consumer-confidence-plummets) [![](https://1782947.hs-sites.com/hubfs/7.20%20As%20the%20pandemic%20engulfs%20the%20whole%20country-1.png) ](http://1782947.hs-sites.com/consumer-confidence-plummets) ## [Fireside Charts: Consumer Confidence Plummets, Anemic Earnings Projections, and a Spiking M1](http://1782947.hs-sites.com/consumer-confidence-plummets) July 20, 2020 --- Though not perfect and certainly not without several threats still ... ## [Fireside Charts: Unemployment Climbs, Strong Recoveries from Retail & Manufacturing, and Trouble for High Yield](http://1782947.hs-sites.com/unemployment-climbs) [![](https://1782947.hs-sites.com/hubfs/7.17%20New%20unemployment%20claims%20are%20now%20increasing-1.png) ](http://1782947.hs-sites.com/unemployment-climbs) ## [Fireside Charts: Unemployment Climbs, Strong Recoveries from Retail & Manufacturing, and Trouble for High Yield](http://1782947.hs-sites.com/unemployment-climbs) July 17, 2020 --- The declines in first-time unemployment claims have stalled, and in fact ... ## [Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm](http://1782947.hs-sites.com/investing-opportunistically) [![](https://1782947.hs-sites.com/hubfs/Capture-Jul-16-2020-05-00-47-55-PM.png) ](http://1782947.hs-sites.com/investing-opportunistically) ## [Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm](http://1782947.hs-sites.com/investing-opportunistically) July 16, 2020 --- In 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](http://1782947.hs-sites.com/earnings-projections) [![](https://1782947.hs-sites.com/hubfs/7.15%20Covid-driven%20uncertainty%20has%20companies%20and%20analysts%20alike%20struggling%20to%20predict%20earnings...-1.png) ](http://1782947.hs-sites.com/earnings-projections) ## [Fireside Charts: Little Consensus on EPS Projections, A Look at Dividends, and Inflation Finally Ticks Up](http://1782947.hs-sites.com/earnings-projections) July 15, 2020 --- Earnings 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](http://1782947.hs-sites.com/tech-dominance) [![](https://1782947.hs-sites.com/hubfs/7.13%20Techs%20trend%20channel%20has%20turned%20parabolic-1.png) ](http://1782947.hs-sites.com/tech-dominance) ## [Fireside Charts: Unstoppable Tech, Flashes of the 2000's Bubble, and The Fed Eases off the Gas](http://1782947.hs-sites.com/tech-dominance) July 13, 2020 --- Tech 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?](http://1782947.hs-sites.com/recovery-slows) [![](https://1782947.hs-sites.com/hubfs/7.10%20First%20quarter%20GDP%20contracted%20more%20in%20the%20Northeast%20which%20makes%20sense%20as%20this%20is%20where%20Covid%20struck%20first-1.png) ](http://1782947.hs-sites.com/recovery-slows) ## [Fireside Charts: U.S. Recovery Slows as New Infections Soar, and How Long Until Sluggish Bond Yields Pick Up?](http://1782947.hs-sites.com/recovery-slows) July 10, 2020 --- While the economic recovery thus far hasn't been insubstantial, it's far from ... ## [Fireside Charts: Service Sector Recovery, Good News from Dr. Copper, and Remember the Trade War?](http://1782947.hs-sites.com/services-sector-gains) [![](https://1782947.hs-sites.com/hubfs/7.8%20The%20U.S.%20%20service%20sector%20has%20come%20roaring%20back%20to%20growth%20mode-1.png) ](http://1782947.hs-sites.com/services-sector-gains) ## [Fireside Charts: Service Sector Recovery, Good News from Dr. Copper, and Remember the Trade War?](http://1782947.hs-sites.com/services-sector-gains) July 8, 2020 --- The 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](http://1782947.hs-sites.com/june-jobs) [![](https://1782947.hs-sites.com/hubfs/7.6%20While%20the%20May%20jobs%20reports%20surprised%20to%20the%20upside-1.png) ](http://1782947.hs-sites.com/june-jobs) ## [Fireside Charts: Breaking Down the Jobs Report, Surging Defaults, and Manufactured Market Gains in China](http://1782947.hs-sites.com/june-jobs) July 6, 2020 --- June's jobs report brought some pleasant surprises, showing another solid ... ## [Fireside Charts: Positive Earnings Revisions at a 20-year High, 2009 Deja Vu, and a Look at Global Trade](http://1782947.hs-sites.com/earnings-revisions) [![](https://1782947.hs-sites.com/hubfs/7.1%20U.S.%20stocks%20seem%20to%20be%20mirroring%202009s%20recovery-1.png) ](http://1782947.hs-sites.com/earnings-revisions) ## [Fireside Charts: Positive Earnings Revisions at a 20-year High, 2009 Deja Vu, and a Look at Global Trade](http://1782947.hs-sites.com/earnings-revisions) July 1, 2020 --- The 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 ... 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