Fireside Charts: Overvalued Equities, Dismal Bond Yields, and a Crude Oil Check in
June 5, 2020While growth in corporate profits and earnings have stalled in the past few years, equity gains have continued on largely unimpeded, even through the COVID-19 crisis. What will it take ...
Fireside Charts: Manufacturing Momentum, Growing Debt Levels, and a COVID-19 Check In
June 3, 2020The ISM Manufacturing PMI report showed a modest improvement last month, narrowly beating analyst expectations and (hopefully) establishing some upward momentum. The sector has ...
Fireside Charts: Recovery Continues for Equities & Regional PMIs, And Who's Buying All That Government Debt?
June 1, 2020Five months in to an unprecedented year for the markets and U.S. equities have staged a furious rebound from their March troughs. Large caps are still leading the charge with the ...
Fireside Charts: Unemployment Trends as States Reopen and Emerging Risks to Banks in the Coronavirus Era
May 29, 2020Nearly two million more Americans found themselves out of a job and applying for unemployment last week in the coronavirus-era trend that just won't quit (no pun intended). Continuing ...
Fireside Charts: Reopenings Spark Hope in the Markets, Corporate Debt Looms, and Conflict with China Reignites
May 27, 2020New York Governor Andrew Cuomo rang the bell to mark the reopening of the NYSE yesterday and the markets were quickly off to the races; the S&P 500® Index even briefly ...
Fireside Charts: P/E Ratios Reach New Highs and Emerging Markets May Present Opportunities
May 20, 2020While we've seen a partial recovery in the equity markets, volatility remains with over a quarter of the trading days so far in 2020 swinging 3% or more. That is well above levels we ...
Fireside Charts: COVID-19 Update as States Reopen, and Abysmal Retail Sales and Industrial Production Figures
May 18, 2020Now that nearly all states have some plan in place to reopen, we are kicking off this week with a COVID-19 update. Despite the fact that testing is still significantly limited and the ...
Fireside Charts: Slowing of COVID-19, Alphabet Soup of Recovery Predictions, Balance Sheet as Percent of GDP
May 15, 2020Happy Friday! As we wrap up the week we take a look at some positive news on the COVID-19 front. New cases in most European countries, in addition to China and South Korea, are ...
Fireside Charts: Top Concerns Among Equity Investors, Mortgage Delinquencies and Record-Setting Economic Data
May 13, 2020Stocks fell into the close today on bleak statements from Fed Chair Jerome Powell this morning in an online speech. He described the future as "highly uncertain and subject to ...
Fireside Charts: Equities Rise As Unemployment Hits New Highs... What's Driving the Rally?
May 11, 2020The U.S. unemployment rate clocked in at a disastrous 14.7% on Friday, hitting its highest point since the Depression. If that wasn't bad enough, the report shows that the U.S. lost ...
