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Jobs Recover to Pre-pandemic Levels, Market Bets on Falling Inflation, GDP Expected to Rebound in Q3

Jobs Recover to Pre-pandemic Levels, Market Bets on Falling Inflation, GDP Expected to Rebound in Q3

Aug 12, 2022 | Blog, Blog Home Featured, Fireside Charts

Written by Jobs Recover to Pre-pandemic Levels, Market Bets on Falling Inflation, GDP Expected to Rebound in Q3 August 12, 2022 | FIRESIDE CHARTS With the release of last Friday’s jobs report the U.S. economy has now recovered all of the jobs lost during the pandemic,...
Global PMI Contracts, First “Full Employment” Recession, and the Mortgage Rate and 10-year UST Spread

Global PMI Contracts, First “Full Employment” Recession, and the Mortgage Rate and 10-year UST Spread

Jul 29, 2022 | Blog, Blog Home Featured, Fireside Charts

Written by Global PMI Contracts, First “Full Employment” Recession, and the Mortgage Rate and 10-year UST Spread July 29, 2022 | FIRESIDE CHARTS The slowdown in economic data continues. Aggregate unemployment has remained largely unscathed, but employees are beginning...
VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future

VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future

Jul 7, 2022 | Blog, Blog Home Featured, Timely PM Updates, Videos

Written by VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future July 7, 2022 | VIDEOS This has been one of the most difficult investment environments with simultaneous declines in bond and stocks, and a number...

Recent Posts

  • Jobs Recover to Pre-pandemic Levels, Market Bets on Falling Inflation, GDP Expected to Rebound in Q3
  • Global PMI Contracts, First “Full Employment” Recession, and the Mortgage Rate and 10-year UST Spread
  • Recession is now Consensus, Housing Inventory Rising, and the Return of Yield
  • Market Signaling a Curb in Inflation Fears, Tech Companies are “Right Sizing”, The Supply/Demand “Bullwhip”
  • VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future

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