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The Economy, Business Investment, Consumer Spending

The Economy, Business Investment, Consumer Spending

Aug 11, 2023 | Blog, Blog Home Others, Fireside Charts

Written by The Economy, Business Investment, Consumer Spending August 11, 2023 | FIRESIDE CHARTS Inflation continues its downward trajectory, and economic growth may be accelerating. Accelerating growth may keep interest rates higher despite lower inflation. While...
Consumer Headwinds, China, Artificial Intelligence

Consumer Headwinds, China, Artificial Intelligence

Aug 4, 2023 | Blog, Blog Home Others, Fireside Charts

Written by Consumer Headwinds, China, Artificial Intelligence August 4, 2023 | FIRESIDE CHARTS Sentiment on the strength of the U.S. economy has improved dramatically over the past couple of months, but there may be headwinds on the horizon for U.S. consumers. Lenders...
Interest Rates, Profit Margins, New Home Prices

Interest Rates, Profit Margins, New Home Prices

Jul 27, 2023 | Blog, Blog Home Others, Fireside Charts

Written by Interest Rates, Profit Margins, New Home Prices July 27, 2023 | FIRESIDE CHARTS The Federal Reserve raised interest rates, bringing the upper bound of their target rate range to 5.50%. This is widely expected to be the final rate hike, but in his press...
BCM 2Q23 Market Commentary: Will economic fundamentals support the new wave of optimism?

BCM 2Q23 Market Commentary: Will economic fundamentals support the new wave of optimism?

Jul 19, 2023 | Blog, Blog Home Others, Timely PM Updates

Written by BCM 2Q23 Market Commentary: Will economic fundamentals support the new wave of optimism? July 19, 2023 | TIMELY PM UPDATES Market running ahead of fundamentals. The prospect of an AI-fueled investment cycle as well as strong May jobs numbers propelled the...
Economic Optimism, Mortgage Rates, U.S. Dollar

Economic Optimism, Mortgage Rates, U.S. Dollar

Jul 14, 2023 | Blog, Blog Home Others, Fireside Charts

Written by Economic Optimism, Mortgage Rates, U.S. Dollar July 14, 2023 | FIRESIDE CHARTS The Consumer Price Index (CPI) rose less than expected in June, bolstering optimism that inflation is behind us. Despite the positive inflation data, the market believes the...
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