May 17, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Stock Buybacks, Home Equity, Meme Stocks May 17, 2024 | FIRESIDE CHARTS Recent economic data has surprised to the downside, strengthening the case for rate cuts from the Federal Reserve. So far, markets are looking through the near-term weakness as...
May 2, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Earnings, Consumer Spending, China May 2, 2024 | FIRESIDE CHARTS Earnings season is well underway, and thus far, the data has exceeded expectations. This may be partially explained by an unexpected surge in consumer spending in March, following a weak start...
Apr 26, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Wage Growth, Market Breadth, Automation April 26, 2024 | FIRESIDE CHARTS Slowing wage growth and sticky inflation could become a problem for U.S. consumers. Those at the lower end of the income spectrum are already struggling. As interest rates creep back...
Apr 18, 2024 | Blog, Blog Home Others, Fireside Charts
Written by The Economy, Supply and Demand, Emerging Markets April 18, 2024 | FIRESIDE CHARTS Interest rates are moving higher as continued economic strength has tempered the market’s expectations for rate cuts from the Federal Reserve. With less than a week to go...
Apr 17, 2024 | Blog, Blog Home Others, Timely PM Updates
Written by 1Q24 Review – Decathlon Core Holdings Outperformed in a Strong Market, while a New Portfolio Looks to Capitalize on Changing Market Dynamics April 17, 2024 | TIMELY PM UPDATES A strong quarter for Decathlon, driven by astute ETF selection. The...
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