Fireside Charts: Consumer Confidence Plummets, Anemic Earnings Projections, and a Spiking M1
July 20, 2020Though not perfect and certainly not without several threats still ...
Fireside Charts: Unemployment Climbs, Strong Recoveries from Retail & Manufacturing, and Trouble for High Yield
July 17, 2020The declines in first-time unemployment claims have stalled, and in fact ...
Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm
July 16, 2020In 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
July 15, 2020Earnings 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
July 13, 2020Tech 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?
July 10, 2020While 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?
July 8, 2020The 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
July 6, 2020June'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
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 ...
