Fireside Charts: Grim Forecasts, the Equity Rally, and Reignited Tensions with China
May 6, 2020Halfway into an earnings season for the history books and analysts—much like the rest of the world—are still struggling to reach a consensus on what the future holds. The ...
Fireside Charts: Rent's Due, the 'Shale Death Zone', and a Warning Signal from the Bond Market
May 4, 2020If this month's rent or mortgage payment hurt a little more than usual, you aren't alone. Small businesses are struggling to keep up with expenses following the first full month since ...
Fireside Charts: The GDP Hit, Unemployment, and a Look Ahead
May 1, 2020U.S. GDP fell at a 4.8% annual rate in Q1, posting its first quarterly drop in over half a decade and it's worst quarterly drop since the financial crisis. Consumer spending, the main ...
Fireside Charts: Forward P/E Ratio and EPS Projections, Equity Return Trends, and the Food Supply Chain
April 29, 2020It's a big day for the markets with Q1 GDP data, an FOMC meeting, and earnings reports from industry leaders Microsoft and Facebook. Amid a 4.8% contraction in GDP—the sharpest since ...
Fireside Charts: Earnings, A Paycheck Protection Program Check In, and Emerging Consumer & Market Patterns
April 27, 2020Ready for a pulse check on one of the most unique earnings seasons on record? In the S&P 500® Index, the ...
Fireside Charts: Unemployment, A Nasdaq Milestone, and Is Inflation Approaching?
April 24, 2020~4.3 million more Americans filed for unemployment this week, and while that brings the quarantine-era total to ~26 ...
Fireside Charts: Oil, U.S. Farmers, and More Struggle in a Shifting Market
April 22, 2020Earth Day looks to be celebrating the big 5-0 this year with a continuing meltdown of the fossil fuel industry. Oil prices ...
Fireside Charts: S&P 500's Record Concentration, Energy's Mixed Signals, Bond Spreads Calm
April 20, 2020In unsurprising news to anyone who's been keeping an eye on their screen time reports lately, tech companies like Facebook and Amazon are riding a wave of increased traffic in the ...
Fireside Charts: U.S. Manufacturing Slumps, Stimulus Package & Oil Prices Run Out of Steam
April 17, 2020Unsurprisingly, U.S. manufacturing has taken a significant hit in the current environment. Regional Fed surveys are showing levels not seen since 2009, with New York posting a nearly ...
VIDEO: BCM's 1Q20 Quarterly Market Update Call with the PM
April 16, 2020A few weeks ago we provided a Special Update from BCM's Managing Partner and Portfolio Manager, Dave Haviland. At that time ...
