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What’s Going On With Consumers, When Will Bonds Behave Like Bonds, Don’t Bet Against Innovation

What’s Going On With Consumers, When Will Bonds Behave Like Bonds, Don’t Bet Against Innovation

Jan 19, 2023 | Blog, Blog Home Others, Fireside Charts

Written by What’s Going On With Consumers, When Will Bonds Behave Like Bonds, Don’t Bet Against Innovation January 19, 2023 | FIRESIDE CHARTS Consumers are becoming more upbeat, at odds with disappointing retail sales in December. More companies are mentioning job...
A New Year for Consumers, Restrictive Financial Conditions, the End of an Era

A New Year for Consumers, Restrictive Financial Conditions, the End of an Era

Jan 9, 2023 | Blog, Blog Home Others, Fireside Charts

Written by A New Year for Consumers, Restrictive Financial Conditions, the End of an Era January 9, 2023 | FIRESIDE CHARTS Real disposable incomes are on the rise again to start the new year as inflation continues to moderate. Unseasonably warm weather across the...
The Federal Reserve Remains Hawkish, Inflation Is Slowing, China’s Shifting Covid Policies

The Federal Reserve Remains Hawkish, Inflation Is Slowing, China’s Shifting Covid Policies

Dec 15, 2022 | Blog, Blog Home Others, Fireside Charts

Written by The Federal Reserve Remains Hawkish, Inflation Is Slowing, China’s Shifting Covid Policies December 15, 2022 | FIRESIDE CHARTS The Federal Open Market Committee (FOMC) surprised markets by releasing economic and rate hike forecasts that are out of line with...
The U.S. Economy Has a Dearth of Workers, Services Spending Remains Strong, the Holidays Are Fast Approaching

The U.S. Economy Has a Dearth of Workers, Services Spending Remains Strong, the Holidays Are Fast Approaching

Dec 8, 2022 | Blog, Blog Home Others, Fireside Charts

Written by The U.S. Economy Has a Dearth of Workers, Services Spending Remains Strong, the Holidays Are Fast Approaching December 8, 2022 | FIRESIDE CHARTS The Federal reserve wants to loosen the labor market, but the labor market isn’t tight because interest rates...
COVID Restrictions Remain Widespread in China, Earnings Revisions Aren’t Hitting All Sectors Equally, Black Friday Recap

COVID Restrictions Remain Widespread in China, Earnings Revisions Aren’t Hitting All Sectors Equally, Black Friday Recap

Dec 1, 2022 | Blog, Blog Home Others, Fireside Charts

Written by COVID Restrictions Remain Widespread in China, Earnings Revisions Aren’t Hitting All Sectors Equally, Black Friday Recap December 1, 2022 | FIRESIDE CHARTS Covid restrictions remain widespread in China, now impacting nearly 60% of economic output....
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Recent Posts

  • A Modern-Day Bank Run, a Tale of Two Economies, Federal Reserve Credibility
  • Economic Data Remains Strong, Inflation Is in Focus, Stock Buybacks Resume
  • Jobs Report Shattered Expectations, Optimism Is Rising, Oil Supply Is Improving
  • BCM 4Q22 Market Commentary—Entering the Year Cautiously Contrarian: Considerations of Key Market Levers and Emerging Opportunities
  • What’s Going On With Consumers, When Will Bonds Behave Like Bonds, Don’t Bet Against Innovation

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