Fireside Charts: A Bear Market Bounce, Stalled Dividends & Buybacks, and Unemployment
April 8, 2020Stocks soared Monday on hopes that COVID-19 had reached its peak in epicenters like New York and Italy, but such rallies aren't uncommon in bear markets, and the euphoria was short ...
Fireside Charts: The Changing Employment Landscape, Debt Downgrades, and Slashed Dividends
April 6, 2020The U.S. lost about 700,000 jobs in March—7x the expected figure and a grim way to cap off the first quarter. Still, given the staggering number of unemployment claims continuing to ...
Fireside Charts: Unprecedented Unemployment, Reshaped Industries, and a Look Ahead at EPS
April 3, 2020An unprecedented wave of unemployment is crossing the U.S. and small businesses are being hit particularly hard. Plummeting retail and restaurant activity have driven the industries to ...
Fireside Charts: Evaluating the Rebound, 1929 Comparisons, and a Look at Manufacturing
April 1, 2020And that's a wrap on Q1. As we close out a quarter for the history books, let's hope there are better days ahead in Q2. The recent equity rebound may have convinced some optimists out ...
Fireside Charts: Mounting Corporate Debt, Effects of New QE Measures, and a Currency Check In
March 30, 2020U.S. businesses are scrambling for liquidity in an increasingly arid market. Corporate loan balances have surged by the highest ...
Fireside Charts: Historic Unemployment, Corporate Borrowing Surges, Chinese Economic Output Normalizes
March 27, 2020Unemployment spiked at an unprecedented rate (and to historic levels) this week as layoffs and shutdowns pick up steam across the country. ...
Fireside Charts: Plummeting Employment, Stimulus Packages, and China's Budding Recovery
March 26, 2020There’s been a lot of talk about recession lately, and the sharp drop in global staffing will certainly factor into the equation. Given the speed with which this has all unfolded ...
Fireside Charts: Resistance Levels, the Calming Bond Markets, and Struggling Small Businesses
March 23, 2020As stocks come off their worst week since 2008, Washington's failure to produce a stimulus package and the spread of increasingly strict containment measures are putting increasing ...
Fireside Charts: 1+ Years of Gains Erased, Jobless Claims Surge, Yield Curves Normalize
March 20, 2020Stocks may have had a relatively stable day yesterday (by recent standards, anyway...) but a look back at history shows that we've so far only wiped out 1.3 years of gains, and—coming ...
Fireside Charts: VIX Hits Record High, Easing Accelerates, and the Oil Price War Continues
March 18, 2020Market swings are still coming at a breakneck pace as investor fear drives the VIX to record highs. Markets were slightly higher yesterday on the hopes of additional stimulus as the ...
