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Market Highlights in Charts 4.30.18

April 30, 2018

The release of the latest GDP data brings with it several key trends in government investment and infrastructure spending. Despite the data looking a bit inflationary, the Treasury curve flattened. In other news, more S&P 500 companies are beating earnings estimates than ever before.

BCM Financial Literacy Collection

April 26, 2018

As Financial Literacy Month comes to an end, we thought it would be helpful to combine all of our dedicated posts to the topic in one place. Plus, as an addition to our 2018 financial literacy topics, we included last year's highlights on topics such as leasing versus buying a car and compound interest. Thank you for following our features all month-long. As always, continue to follow us ...

Market Highlights in Charts 4.25.18

April 25, 2018

Investors get spooked as the 10yr Treasury Yield crosses the 3% level. U.S. Banks post their highest profit since the financial crisis with more economic indicators on sectors, energy prices, home price inflation, rate hikes, government borrowing and more in today's chock-full chart blog.

Market Highlights in Charts 4.23.18

April 23, 2018

The European Central Bank may end it's QE program by year-end as Venezuela's oil production cuts have exceeded those of Saudi Arabia. The U.S. Dollar continues to rally as commodities are poised to break out with more economic indicators on the S&P 500® Index and U.S. Treasury yield curve. 

Bonus Friday! Market Highlights in Charts 4.20.18

April 20, 2018

The U.S. stands alone as the only advanced economy to expect an increase in the debt to GDP ratio in the next five years. Crude oil may go back to $100 per barrel as cigarettes experience their worst day in a decade. Plus more perspective on the budget deficit and global economic growth. 

Why Own an Umbrella When It's Sunny Every Day?

April 19, 2018

Why would you buy an umbrella when it’s been sunny every day? Let’s not forget the original use for an umbrella was actually as a sunshade, not for rain, but I digress. Seriously, why would you keep an umbrella in your car, at home or in a golf bag? To state the obvious, it’s one thing to get caught in a light shower, but quite another when a squall line or worse moves in. You don’t want to get soaked!

Market Highlights in Charts 4.18.18

April 18, 2018

The U.S. will spend more on taxes than clothing, food and housing combined this year as commercial real estate still is in grave trouble. China eases monetary policy amid risks to growth as Japan's industrial production slows down. Europe is also slowing despite continuing QE from the European Central Bank.

Market Highlights in Charts 4.16.18

April 16, 2018

CPI and PPI are grinding higher and we note how federal regulations by sector are unevenly low for the technology sector. For fun on this Monday afternoon, we've thrown in a few charts as food for thought. 

Bonus Friday! Market Highlights in Charts 4.13.18

April 13, 2018

The Fed and FOMC's take on economic outlook, another miss by the the U.S. federal budget, and concerns about lenders easing their standards and net interest spending increasing. Will any of these factors "spook" the markets this Friday the 13th? 

The Good, the Bad, and the Ugly: What No One Tells You About Debt

April 12, 2018

The average age Americans learn how to balance a checkbook is 28¹. Age 28! If Americans are not taught about basic finance in high school or college, then how can they possibly be ready to evaluate what debt is necessary, budget for it, and have a plan to pay it off without impairing and impeding their financial future? If we don’t educate our clients and their children about the benefits and pitfalls with debt, then we are failing them.

Market Highlights in Charts 4.11.18

April 11, 2018

U.S. Bankruptcy is up 63% over last year and inflation may be slowly creeping back up according to PPI and PCE indicators. Tariff data continues to be monitored closely, a look at the governments exposure to rising rates, and a chart on smart beta proves once again, by itself, it’s not so smart.

Investment Acronyms: Say What?! CNBC Slang Finally Decoded

April 10, 2018

Popular sites such as Investopedia and The Financial Dictionary have over 1,885 financial acronyms housed in their shared glossaries. I would challenge you to find anyone — let alone a typical investor  list-off and define the most fundamental acronyms common to our industry.

 

In honor of April being Financial Literacy Month, we have compiled a guide to the terms you should know that we here at Beaumont Capital Management (BCM) use and converse in everyday ...

Market Highlights in Charts 4.9.18

April 9, 2018

Trade uncertainty is now showing up in our economy as seen in LEIs and we are also watching wage growth after the March reports. Plus, we share a chart of bond yields across the world with some trend updates on factor investing and High Yield ETFs.  

Market Highlights in Charts 4.6.18

April 6, 2018

Today's post marks our third chart blog post of this active week in the markets. As our newly released strategy commentary reported, and our primer on Tariffs from this morning, we are closely following the inflation and tariff situation. In addition, in the charts below, you can see a closer look into global and U.S. debt measures, the Chinese yuan falling in value, factor performance for 1Q18, and ADP's private payroll ...

BCM 1Q 18 Market Commentary

April 5, 2018

We have said it before, and we will say it again. 2017 was an anomaly. Now as we have seen bearish conditions in both 1Q and now 2Q, 1Q 18 was a significant contrast to what we were seeing before in 4Q 17. In our last quarterly letter, we wrote the following: 

Market Highlights in Charts 4.4.18

April 4, 2018

You will surely be sorry if you miss out on today's jam packed blog. The start of the second quarter has been bumpy as the markets respond to China's new tariffs and traders have started to discount future FED rate increases. Global indicators point to the possible macroeconomic effects of the FED and U.S. government's impending policy choices. Given everything going on this week in the market, we will have ...

Glossary of Financial Terms

April 3, 2018

April is Financial Literacy Month and for good reason. A lack of financial preparedness has huge individual and societal costs, especially as our country ages into retirement. Regardless if it is April or not, we at BCM know how valuable your financial well-being is and the importance of "starting early" to attain it. If you have not felt secure with your personal situation and hope to achieve financial literacy and understanding for yourself or your clients, look out for our ...

Market Highlights in Charts 4.2.18

April 2, 2018

The U.S. government could soon be paying over 20% in interest as a percent of the federal revenue, U.S. unemployment hits an all-time low within this tightening labor market. Plus, a look at silver and gold... they will have to make a move one way or another, and more all in today's Market Highlights in Charts.