Fireside Charts: The U.S. Struggles to Make Rent, and is EM Ready to Run?
August 12, 2020There's a lot going on in D.C these days, but an effective response on housing—or a cross-party ...
Fireside Charts: Breaking Down the Jobs Report, Bond Yields Dwindle Further, and America Goes Back to School
August 10, 2020Congress reached an impasse ...
LISTEN: PM Brendan Ryan on 'Behind the Markets'
August 4, 2020Elevated equity risk, rock-bottom interest rates, and climbing credit risk in an uncertain economy are just a few of the threats investors are facing more than six months into the ...
Fireside Charts: Some Perspective on GDP, Record Earnings Beats, and Real Rates Continue to Sink
August 3, 2020The 32.9% annualized hit to U.S. GDP may have cast a shadow over the end of last week, but a comparison to the Eurozone shows that we were relatively successful in blunting the ...
Fireside Charts: The Record-Setting GDP Hit, Shaky Earnings Estimates, and Big Tech Gets Bigger
July 31, 2020Stocks closed lower yesterday after a record-setting blow to U.S. GDP revealed the extent of the ...
Fireside Charts: Consumer Confidence Ticks Lower, the Mega-Caps Keep Busy, and the Gold Rush Continues
July 29, 2020Consumer confidence has dipped as congress continues to hammer out the details ...
Fireside Charts: Gold and Semiconductors Surge, and Economists' Interest Rate Predictions
July 27, 2020There is a lot of news coming this week including key earnings announcements, ...
Fireside Charts: Political Tension and Stalled Recovery Spark Market Losses, and What's Ahead for Bond Yields?
July 24, 2020Equities have sunk on
VIDEO: BCM's 2Q20 Quarterly Market Update Call with the PM
July 23, 2020We've come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has ...
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 ...
