Aug 12, 2022 | Blog, Blog Home Featured, Fireside Charts
Written by Jobs Recover to Pre-pandemic Levels, Market Bets on Falling Inflation, GDP Expected to Rebound in Q3 August 12, 2022 | FIRESIDE CHARTS With the release of last Friday’s jobs report the U.S. economy has now recovered all of the jobs lost during the pandemic,...
Jul 29, 2022 | Blog, Blog Home Featured, Fireside Charts
Written by Global PMI Contracts, First “Full Employment” Recession, and the Mortgage Rate and 10-year UST Spread July 29, 2022 | FIRESIDE CHARTS The slowdown in economic data continues. Aggregate unemployment has remained largely unscathed, but employees are beginning...
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,...
Jul 7, 2022 | Blog, Blog Home Featured, Timely PM Updates, Videos
Written by VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future July 7, 2022 | VIDEOS This has been one of the most difficult investment environments with simultaneous declines in bond and stocks, and a number...
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