Fireside Charts: U.S. Recovery Slows as New Infections Soar, and How Long Until Sluggish Bond Yields Pick Up?
July 10, 2020While the economic recovery ...
BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times...
July 9, 2020“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” Charles Dickens, in A Tale of Two Cities, set out to describe the necessity of compassion and the possibility of redemption during the French Revolution. Based on how 2020 has unfolded so far, we too are ...
Fireside Charts: Service Sector Recovery, Good News from Dr. Copper, and Remember the Trade War?
July 8, 2020The U.S. services sector ...
Fireside Charts: Breaking Down the Jobs Report, Surging Defaults, and Manufactured Market Gains in China
July 6, 2020June's jobs report brought ...
Fireside Charts: Happy 4th of July!
July 3, 2020In observance of the holiday, we are taking today off from Fireside Charts. We hope everyone enjoys a fun, socially distanced and safe ...
Fireside Charts: Positive Earnings Revisions at a 20-year High, 2009 Deja Vu, and a Look at Global Trade
July 1, 2020The manufacturing recovery continued in June with a solid rebound in Dallas, but momentum may be difficult to sustain through Texas's ...
Fireside Charts: Changing Sentiment Deals a Blow to FANG and a Look at the Risks Facing the Bond Market
June 29, 2020As demand grows for responsible content governance from social media companies—nearly 100 major brands, including Starbucks and ...
Fireside Charts: Unemployment Plateaus, Good News for Banks, and a Look at Post-Recession EPS Recoveries
June 26, 2020Unemployment continues to dominate headlines in the COVID-19 era, and the onslaught of new claims isn't slowing as quickly as many had ...
Fireside Charts: Activity Ticks Up, Competition in the Housing Market, and The Nasdaq Races Past Its Peers
June 24, 2020The economy is showing more signs of life as the end of Q2 approaches. The Chicago Fed National Activity Index has crossed sharply ...
