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A Modern-Day Bank Run, a Tale of Two Economies, Federal Reserve Credibility

A Modern-Day Bank Run, a Tale of Two Economies, Federal Reserve Credibility

Mar 10, 2023 | Blog, Blog Home Featured, Fireside Charts

Written by A Modern-Day Bank Run, a Tale of Two Economies, Federal Reserve Credibility March 10, 2023 | FIRESIDE CHARTS Silicon Valley Bank’s announcement that it was raising capital on Wednesday caused a crisis of confidence leading to a traditional bank run....
Economic Data Remains Strong, Inflation Is in Focus, Stock Buybacks Resume

Economic Data Remains Strong, Inflation Is in Focus, Stock Buybacks Resume

Feb 17, 2023 | Blog, Blog Home Featured, Fireside Charts

Written by Economic Data Remains Strong, Inflation Is in Focus, Stock Buybacks Resume February 17, 2023 | FIRESIDE CHARTS Economic data is showing no signs of weakness so far in 2023. If the economy remains strong, or even accelerates, then the Federal Reserve may...
Jobs Report Shattered Expectations, Optimism Is Rising, Oil Supply Is Improving

Jobs Report Shattered Expectations, Optimism Is Rising, Oil Supply Is Improving

Feb 10, 2023 | Blog, Blog Home Featured, Fireside Charts

Written by Jobs Report Shattered Expectations, Optimism Is Rising, Oil Supply Is Improving February 10, 2023 | FIRESIDE CHARTS Total nonfarm payroll employment rose by 517,000 in January, shattering expectations of a weakening job market. The report also showed...
BCM 4Q22 Market Commentary—Entering the Year Cautiously Contrarian: Considerations of Key Market Levers and Emerging Opportunities

BCM 4Q22 Market Commentary—Entering the Year Cautiously Contrarian: Considerations of Key Market Levers and Emerging Opportunities

Jan 20, 2023 | Blog, Blog Home Banner, Timely PM Updates

Written by BCM 4Q22 Market Commentary—Entering the Year Cautiously Contrarian: Considerations of Key Market Levers and Emerging Opportunities January 20, 2023 | TIMELY PM UPDATES What a difference a year makes. In hindsight the markets entered 2022 on an unstable...
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...
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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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