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A Bird's Eye View Blog

Fireside Charts 1.30.19

While the Midwest experiences temperatures near the lowest ever recorded, US consumers are also feeling icy. Thanks to the government shutdown and volatile markets, consumer confidence hit its...

Fireside Charts 1.28.19

Happy Monday! With major tech earnings, a new jobs report, and a Fed meeting on the horizon, it's safe to say the U.S. markets will continue to be tested this week. After 35 days, the government...

Fireside Charts 1.25.19

Keeping up with the ever-changing retail landscape, Redbook same-store sales index remains strong with a sample of large American retailers, suggesting that retail sales are holding up. We...

Fireside Charts 1.23.19

 

As the government shutdown stretches into Day 33 and roughly 800,000 federal employees are poised to miss their second paycheck, the shutdown's impact on the GDP growth continues to...

Fireside Charts 1.18.19

Today we recognize the life of John. C. Bogle, whom we lost on Wednesday. We owe much gratitude to the man who tirelessly dedicated his life to democratizing investing and being an advocate for...

BCM 4Q 18 Market Commentary

During the holiday-shortened last week of 2018, the S&P 500 Index gained ~6.7%. Normally such returns would be a cause for celebration, but this quarter it only lessened the pain. The S&P 500...

Fireside Charts 1.16.19

 

The government may be shut down but the markets are not! In our first chart of today's Fireside Charts, we take a look at how the government shutdown could potentially drive GDP to the ground....

Fireside Charts 1.14.19

 

The slope of the yield curve indicates a significantly higher risk of a recession within the year. However, be wary of charts that demonstrate confirmation bias, as sharp stock selloffs do not...

Fireside Charts 1.11.19

We start this post with the much anticipated FOMC minutes from earlier this week. Factors such as trade tensions, global growth, and corporate earnings have the FED pressing pause on rate hikes....

Fireside Charts 1.9.19

Our first chart today highlights how analysts have downgraded their earnings growth forecasts for 2019, which eases the worry of earnings disappointments in the future. A rising share of total...

Fireside Charts 1.7.19

 

Happy First Monday of 2019! In today's chart blog, we take a look at how the S&P 500 broke out of its six year channel to the downside. A chart on sector trends highlights the not-so-surprising...

Fireside Charts 1.4.19

Today’s Friday chart blog is slightly longer than usual due to recent market activity – “bear” with us for important data points! Despite significant market swings, the U.S. consumer is still in a...

Fireside Charts 1.2.19

Continue to ring in the New Year with the first Fireside Charts post of 2019. In today's blog, world economic data continues to look grim as the FED regional manufacturing indices fell further. US...