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A Bird's Eye View Blog

Fireside Charts: ECB Makes a Surprise Move, Shanghai Stock Slump and World Trade Trouble

For the 19 countries that use the euro, the European Central Bank (ECB) pushed back the earliest date for an increase in interest rates from current record lows to year end. Then they downgraded...

Changes to the Aggregate Bond Index that Advisors Should Know About: Part Two

Last week, we shared some facts about the Bloomberg Barclays Aggregate Bond Index (BBAB). (Missed it? Click here). Outside of the BBAB, there are a few more items that you may want to know about...

Fireside Charts: U.S. Treasury Curve Normalizes, the Rise of Emerging Markets, Europe Enters Manufacturing Contraction

The U.S. Treasury yield curve is now normalizing in part due to a more moderate FED. Will the U.S. dollar follow this trend? The S&P 500's earnings by sector only continue to be revised downwards. 

Fireside Charts: Mortgage Risk, Industrial Production, and more Recessionary Red Flags

The great news that came out of this week is that the U.S. economy grew by 3.1% in 2018. The S&P 500 earnings per share (EPS) quarterly forecasts continue to turn down further. Yet, the stock...

Changes to the Aggregate Bond Index that Advisors Should Know About

In 2018, the Bloomberg Barclays Aggregate Bond Index (BBAB) eked out a whopping 0.01% return and thus preserved a rather remarkable streak of only having one negative year since 1999. What’s new...

Fireside Charts: Q1 2019 Growth, American Farmers Struggle, and a Strong Yuan out of China

 

Following Jerome Powell’s congressional testimony on Monday, Treasury yields and the US dollar shot lower. If only we could write to him directly!  The current economic expansion that started in...

Fireside Charts: Communications Sector Performance, Policy Rate Peaks, and Money Supply Expansion

Friday’s market close, marking the longest win streak for the DOW in over two decades, only further proves our recent comments on how extreme 2019 has been thus far. The relatively new...

Fireside Charts: Dovish FED report, earnings expectations still declining, China's economic slowdown beyond the trade war

We are saying "TGIF" after a momentous week for the markets. Between the Federal Reserve's Meeting Minutes indicating it will end the shrinking of its $4 trillion balance sheet and meetings...

An Open Letter to Jerome Powell

Dear Jerome Powell, I write this letter with the utmost gratitude and respect. You see, unlike your predecessors, this time you and your Committee acted quickly, decisively and appropriately to a...

Fireside Charts 2.20.19

The percentage of S&P 500 above the 50-Day moving average underscores that stocks still are swinging from extreme highs to extreme lows. Are you prepared for another month of volatility? We can...