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Market Highlights in Charts 11.29.17

November 29, 2017

1. How "junkie" can junk bonds get?

Source: WSJ Daily Shot; As of 11/27/17

Market Highlights in Charts 11.27.17

November 27, 2017

1. Nascent wage inflation?

Source: WSJ Daily Shot; As of 11/27/17

2. As the USD weakens...

Happy Thanksgiving!

November 22, 2017

Thanksgiving is our country's oldest holiday tradition. We at BCM want to thank you for your ongoing support this year and wish you a Happy Thanksgiving.

Every single year, we are inundated with chatter about Black Friday and holiday shopping during Thanksgiving. Do you know what the S&P 500 ® Index has historically averaged on Black Friday? Or how retailers perform on the week of Thanksgiving in general? 

Test your Turkey Day knowledge with us below. Extra bragging rights if you get all 3 ...

Market Highlights in Charts 11.20.17

November 20, 2017

1. While the housing numbers continue to show improvement, due to the depth of the "Great Recession", we have only recovered to the trough of past housing recessions...

Market Highlights in Charts 11.17.17 - Bonus Friday!

November 17, 2017

1. While most U.S. cities appear to be booming, the Fed models' GDP forecasts are moderating.

Source: WSJ Daily Shot; As of 11/16/17


2. With kids in college we have a very hard time believing this chart.

Market Highlights in Charts 11.15.17

November 15, 2017

1. At least one major economy is seeing bond interest rates "normalize".  Will the rest of the world follow?

Market Highlights in Charts 11.13.17

November 13, 2017

1. The yield curve continues to flatten...

Policy Mistakes and their Economic Consequences:          Now the Fed is Tapering QE... What could possibly go wrong?

November 9, 2017

The U.S. Federal Reserve Bank’s (Fed) policy mistakes(tightening too far and/or too fast) have had a hand in every recession since WWII. The last time the Fed raised rates in 2004-2006, they increased the
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Market Highlights in Charts 11.8.17

November 8, 2017

1. According to PowerShares, ETF flows are reversing their multi-year trend and slowing down in 2017 (increasing at a decreasing rate).

Market Highlights in Charts 11.6.17

November 6, 2017

1. Is wage inflation coming soon? 

Market Highlights in Charts 11.3.17 - Bonus Friday!

November 3, 2017

1. A great historical perspective on the FED's balance sheet as a percentage of the GDP since 1914.

Don’t Always Believe What You Read

November 2, 2017

Pundits have spoken at length about how so much of the recovery of the financial markets has been based on aspects other than earnings, such as multiple expansion and buybacks. That does not tell the whole story. Since the second quarter of 2009, 69% of the change in the S&P 500 has been due to higher earnings, whereas only 31% of the change has been due to factors like multiple expansion and buybacks.¹
 

Market Highlights in Charts 11.1.17

November 1, 2017

1. A precursor for higher Chinese inflation?