Mar 15, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Sticky Inflation, Oil Volatility, Inverted Yield Curve March 15, 2024 | FIRESIDE CHARTS The Consumer Price Index (CPI) for February rose in-line with expectations, but the headline number remains higher than the Federal Reserve’s target and there were some...
Feb 23, 2024 | Blog, Blog Home Others, Fireside Charts
Written by AI Boom, Tech Dominance, Global Growth February 23, 2024 | FIRESIDE CHARTS Nvidia is approaching a $2 trilling market cap after reporting strong earnings on Wednesday, sending the semiconductor sector to a new high. Investors are geared up for the bull...
Feb 16, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Stubborn Inflation, Sweden, Semiconductors February 16, 2024 | FIRESIDE CHARTS It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning...
Feb 2, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Strong Job Growth, India Accelerating, Regional Banks February 2, 2024 | FIRESIDE CHARTS The U.S. economy continues to defy expectations. January’s non-farm payrolls report smashed expectations and December’s report was revised higher. Productivity growth...
Jan 29, 2024 | Blog, Blog Home Others, Economics and Investing
Written by Investors Need Not Fear the Traditional Diversified Portfolio – A Historical Perspective January 29, 2024 | ECONOMICS & INVESTING For much of 2023, investors were leery of holding traditional risk assets given the attractive prospects of riskless cash...
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