Let this sink in: after the worst December in almost a century, it was the best January for U.S. stocks in 30 years. Are the markets going too far, too fast? The U.S. added jobs last month despite...
POSTED: Jan30, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
While the Midwest experiences temperatures near the lowest ever recorded, US consumers are also feeling icy. Thanks to the government shutdown and volatile markets, consumer confidence hit its...
POSTED: Jan28, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
Happy Monday! With major tech earnings, a new jobs report, and a Fed meeting on the horizon, it's safe to say the U.S. markets will continue to be tested this week. After 35 days, the government...
POSTED: Jan25, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
Keeping up with the ever-changing retail landscape, Redbook same-store sales index remains strong with a sample of large American retailers, suggesting that retail sales are holding up. We...
POSTED: Jan23, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
As the government shutdown stretches into Day 33 and roughly 800,000 federal employees are poised to miss their second paycheck, the shutdown's impact on the GDP growth continues to...
POSTED: Jan18, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
Today we recognize the life of John. C. Bogle, whom we lost on Wednesday. We owe much gratitude to the man who tirelessly dedicated his life to democratizing investing and being an advocate for...
POSTED: Jan17, 2019 |
CATEGORY: Economics
During the holiday-shortened last week of 2018, the S&P 500 Index gained ~6.7%. Normally such returns would be a cause for celebration, but this quarter it only lessened the pain. The S&P 500...
POSTED: Jan16, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
The government may be shut down but the markets are not! In our first chart of today's Fireside Charts, we take a look at how the government shutdown could potentially drive GDP to the ground....
POSTED: Jan14, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
The slope of the yield curve indicates a significantly higher risk of a recession within the year. However, be wary of charts that demonstrate confirmation bias, as sharp stock selloffs do not...
POSTED: Jan11, 2019 |
CATEGORY: Fireside Charts, Equity, Economics, Market Highlights
We start this post with the much anticipated FOMC minutes from earlier this week. Factors such as trade tensions, global growth, and corporate earnings have the FED pressing pause on rate hikes....
