Jul 22, 2022 | Blog, Blog Home Others, Fireside Charts
Written by Recession is now Consensus, Housing Inventory Rising, and the Return of Yield July 22, 2022 | FIRESIDE CHARTS A likely recession is now consensus among fund managers. Few managers are taking on risk in this environment, and many are hedged for further...
Jul 8, 2022 | Blog, Blog Home Others, Fireside Charts
Written by Market Signaling a Curb in Inflation Fears, Tech Companies are “Right Sizing”, The Supply/Demand “Bullwhip” July 8, 2022 | FIRESIDE CHARTS The U.S. Dollar is surging to new 20-year highs. Market measures of long-term inflation expectations continue to fall,...
Jun 30, 2022 | Blog, Blog Home Others, Fireside Charts
Written by Fixed Income Fails to Mitigate Downside Risk, Sentiment and Unemployment Decouple, and Rate Hikes Are Priced In June 30, 2022 | FIRESIDE CHARTS As the second quarter comes to an end, it’s been an incredibly difficult year especially for investors with...
Jun 28, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by Nowhere to Hide June 28, 2022 | TIMELY PM UPDATES 2022 has been a difficult and frustrating year for many asset managers, ourselves included. The S&P 500 recently entered a bear market, falling 20% from its most recent peak. While this is far from...
Jun 24, 2022 | Blog, Blog Home Others, Fireside Charts
Written by Leading Indicators Turn Negative, Declining Inflation Expectations, and a 12-Week Dow Record June 24, 2022 | FIRESIDE CHARTS Leading economic indicators are starting to turn negative, as the market prices in a lower peak to the current Federal Reserve...
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