Fireside Charts: Reopenings Spark Hope in the Markets, Corporate Debt Looms, and Conflict with China Reignites
May 27, 2020New York Governor Andrew Cuomo rang the bell to mark the reopening of the NYSE yesterday and the markets were quickly off to the ...
Using Total Return to Meet Your Clients' Withdrawal Needs
May 21, 2020We originally posted this piece back in 2016 when the 10-year U.S. Treasury (UST) yield was ~1.9%. At that time, most were predicting a rise in interest rates and it would have been hard to imagine that four years later, the 10-year UST would be ~0.65%—especially given where interest rates had been for the preceding decades. Now, the Total Return concept is even more relevant today with interest rates at record lows and no one knows how long they will remain at this level, or where they may go from ...
Fireside Charts: P/E Ratios Reach New Highs and Emerging Markets May Present Opportunities
May 20, 2020While we've seen a partial recovery in the equity markets, volatility remains with over a quarter of the trading days so far in 2020 ...
Fireside Charts: COVID-19 Update as States Reopen, and Abysmal Retail Sales and Industrial Production Figures
May 18, 2020Now that nearly all states have some plan in place to reopen, we are kicking off this week with a COVID-19 update. Despite the fact ...
Fireside Charts: Slowing of COVID-19, Alphabet Soup of Recovery Predictions, Balance Sheet as Percent of GDP
May 15, 2020Happy Friday! As we wrap up the week we take a look at some positive news on the COVID-19 front. New cases in most European countries, ...
Fireside Charts: Top Concerns Among Equity Investors, Mortgage Delinquencies and Record-Setting Economic Data
May 13, 2020Stocks fell into the close today on bleak statements from Fed Chair Jerome Powell this morning in an online speech. He described the ...
Fireside Charts: Equities Rise As Unemployment Hits New Highs... What's Driving the Rally?
May 11, 2020The U.S. unemployment rate clocked in at a disastrous 14.7% on Friday, hitting its highest point since the Depression. If that wasn't ...
Fireside Charts: Unemployment, Unbothered Equities, and the Uncertain Path Forward
May 8, 2020It's jobs report day and we hate to break it to you, but the situation is... grim. ...
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 ...
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 ...
