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A Bird's Eye View Blog

Fireside Charts 7.30.18

Velocity of M2 money supply is back into positive territory while Q2 GDP reports came out strong. If you are looking for a deeper dive, we offer a breakdown by component. Copper did make a sharp...

Fireside Charts 7.27.18 - Bonus Friday!

Happy Friday followers! In today's edition of our Bonus Friday chart-blog, U.S. home sales have dipped, but the upward channel trend does not seem to be ending anytime soon. A view of year-to-date...

Tech Sector Dominance: Is there an End in Sight?

I am sitting here at my desk on another nice sunny July day. With the weekend fast approaching, motivation can be difficult to come by. I’m sure many, specifically in the financial industry, can...

Fireside Charts 7.25.18

Today's Fireside Charts kicks off with a comparative view of the recovery pace of recessions in our country. Another chart confirms we haven't seen this level of labor market tightness and strong...

Fireside Charts 7.23.18

Junk bonds are proving to be an oasis. The Chinese yuan, however, plunges again. More outlooks on housing completions and the USD are also included. The increase in real short-term rates suggests...

Investing and Basketball: What You Can Learn from the World's Greatest Coach

When times get rough, emotions run high. Babe Ruth goes into a slump. Tom Brady gets intercepted…twice in one game!  Bill Russell goes 1-12 in foul shots. Even the best have bad games. Some have...

Fireside Charts 7.18.18

Manufacturing activity continues on its upward trend in the United States. The S&P 500® Index beat analyst expectations for Q2. Lets hope we see the same next quarter! Emerging market equities are...

Fireside Charts 7.16.18

Junk yields are staying relatively calm here in the U.S. as opposed to our Chinese counterparts. QE reversal from the Federal Reserve is in process yet moving at a slow pace as seen in the weekly...

Fireside Charts 7.13.18 - Bonus Friday!

Happy Bonus Friday! Today's charts show the correlation between inflation and energy prices, which is becoming increasingly harder to ignore. The $200 billion of new tariffs will drive inflation...

Fireside Charts 7.11.18

A chart on Brexit kicks off today's post. Will a "soft Brexit" unleash all the excess corporate cash? In Asia, junk bond yields continue to climb and we provide a look at China's trade surplus...

BCM 2Q 18 Market Commentary

My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he remarked how beautiful and enjoyable the hike was, but he also voiced frustration. He noted that it was...

Fireside Charts 7.9.18

US employment is the strongest we have seen but with US- China tensions high, trade war risks continue to mount. We share a great recap chart of GDP growth in the Eurozone alongside other select...

Fireside Charts 7.6.18 - Bonus Friday!

Today's holiday Bonus Friday begins with a chart on the relationship between the price of oil and our driving behavior. Several charts on the impact of the impending trade war, including soybeans...

Fireside Charts 7.3.18

In lieu of posting on the July 4th holiday, we bring you a Tuesday edition of Fireside Charts. In today's post, anticipate some welcome news: the last quarter's manufacturing PMI shows the U.S....

Fireside Charts 7.2.18

An update on consumer inflation shows the PCE (personal consumption expenditure) inflation was higher than expected. Canada strikes back at the U.S. by implementing tariffs on $13 billion worth of...