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A Bird's Eye View Blog

Fireside Charts: The Goldilocks of Investment Grade Bonds, The Price of Oil, Another Disappointing FED Survey

Stocks have recovered better than the earnings outlook anticipated and Jurien Timmer's take on the S&P 500 price index is that it is higher than it should be. Moving to credit, investment grade...

Fireside Charts: Capital Gains Taxes, the Manufacturing Slump, and a Long-Term Look at U.S. Debt

With some European and Asian markets closed this Easter Monday, we turn our attention first to the U.S. budget. Next, a look into U.S. Federal debt over time - can you guess which year the country...

Fireside Charts: Regional Business Conditions, Tech "Unicorns" and their IPOs, Mixed Growth Results in Japan and Australia

The Chicago FED's regional business activity indicators have softened. From another regional scope, business conditions for all U.S. regions weakened in March with the exception of the South. In...

Investment Losses in Terms of Percentage, Time and Dollars

What is risk? How do you measure it? In investing, risk can mean a lot of things to a lot of people. Industry professionals would typically answer volatility (VIX), standard deviation, Sharpe...

Fireside Charts: China GDP Results, LEIs are Saying the Worst is Over, and U.S. Companies Lack Pricing Power

China's first-quarter GDP growth has held up better than some had feared. Beijing is allowing local governments to issue more bonds. Is this part of a larger stimulus effort? In the United States,...

Fireside Charts: Growth Stocks Haven't Been this Expensive since Dot-Com Bubble, Jobless Claims hit 50-Year Low, How Americans Spend their Money

Wishing you a happy and safe Patriot’s Day from Boston! The MSCI World Value Index is showing global value stocks are near cheapest versus growth stocks in 19 years. U.S. retail gasoline prices...

BCM 1Q 19 Market Commentary

At the end of 2018, interest rates were heading higher due to a hawkish Federal Reserve (FED); both global trade and manufacturing were slowing as the trade war raged on; and earnings expectations...

Who's Who in Economics and Finance

Who defines the world of finance and economics today? Between the market-trend tweeters (do people still talk about Bitcoin?), hedge fund managers, the on-air entertainment reporters on CNBC, and ...

Fireside Charts: Small Caps Stock Lag, Brent Crude Settles at $71 Per Barrel, China’s Stimulus Through the Years

For the first quarter, Energy, Materials, and Technology stocks are expected to see the largest earnings contractions. Small-cap earnings increasingly lag their large cap peers. Brent (oil) is...

Fireside Charts: U.S. Dollar Up From Previous Lows, Changing Landscape for Government Spending, and World Trade Indicators

Did you know? On this day in market history, President Franklin D. Roosevelt signed the Emergency Relief Appropriation Act to create $5 million in work relief programs during the Great Depression....