Fireside Charts: Unemployment Plateaus, Good News for Banks, and a Look at Post-Recession EPS Recoveries
June 26, 2020Unemployment continues to dominate headlines in the COVID-19 era, and the onslaught of new claims isn't slowing as quickly as many had hoped. Last week's numbers showed only a 2% ...
Fireside Charts: Activity Ticks Up, Competition in the Housing Market, and The Nasdaq Races Past Its Peers
June 24, 2020The economy is showing more signs of life as the end of Q2 approaches. The Chicago Fed National Activity Index has crossed sharply into growth territory, beating expectations by a more ...
Fireside Charts: A Look at the Spring Sell-Off, the Yield Curve Normalizes, and a Covid-19 Update
June 22, 2020The markets have staged a remarkable comeback since their March lows—the ...
Fireside Charts: Unshakable Unemployment, Economic Indicators Tick Up, and the Suffering Energy Sector
June 19, 2020Another 2.2 million Americans filed for unemployment assistance last week as ...
Fireside Charts: Retail Sales Spike 17.7%, a Look Ahead at Recovery, and Are Equities Too Dependent on Stimulus?
June 17, 2020U.S. retail activity came back with a vengeance in May following April's disastrous 14.7% plunge—the 17.7% spike is the largest ever monthly increase in spending and could hint at ...
Fireside Charts: Equities Tick Up, the Cost of Stimulus, and COVID-19 Trends
June 15, 2020Risk-off sentiment seemed to have returned last week following both the market's worst day of trading in months and a warning from the Fed that "the path ahead is extremely uncertain." ...
Fireside Charts: Deflated Inflation, Record-High Corporate Debt, and Near-Zero Rates Are Here to Stay
June 12, 2020U.S. CPI fell for the third straight month to near-zero in May and Core CPI didn't fare much better. According to the OECD, inflation in advanced countries is likely to remain low ...
Fireside Charts: Reexamining the Jobs Report, Reopening Trends, and Risky Investments
June 10, 2020Economists (and the markets) were riding high off of Friday's shining beacon of a jobs report, but some of that shine has rubbed off as analysts dig deeper into the numbers and reveal ...
Fireside Charts: May Employment Gains, Optimistic Equities, and Rising Interest Rates
June 8, 2020Were you prepared for Friday's shocker of a job's report? It's been a while since we've seen some truly good news on employment, so we won't blame you if you had to reread the headline ...
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 ...
