Oct 20, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Financial Conditions, Retail Sales, Government Debt October 20, 2023 | FIRESIDE CHARTS The financial markets are working in the Federal Reserve’s favor, as interest rates across the yield curve hit 5% this week. The tighter financial conditions are weighing...
Oct 13, 2023 | Blog, Blog Home Others, Timely PM Updates
Written by 3Q23 Review and Outlook: Narrow Market Leadership, “Higher for Longer” Interest Rates, and a Potential New Wave of Inflation October 13, 2023 | TIMELY PM UPDATES Prospective Investment Risks and Opportunities: Prospective investment risks: Commercial Real...
Oct 6, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Peak Oil, Construction Spending, Equity Sentiment October 6, 2023 | FIRESIDE CHARTS The International Energy Agency (IEA) revised their oil demand forecast to a new all-time high, surpassing the prior peak in 2019. The price of oil has displayed its...
Sep 29, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Real Rates, Crack Spreads, Unemployment September 29, 2023 | FIRESIDE CHARTS Interest rates hit new highs mid-week, bringing the 10-Year U.S. Treasury Yield back to its long-term average for the first time since 2007. Interest rates are now well in excess...
Sep 22, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Fed Forward Guidance, Earnings Estimates, Government Shutdowns September 22, 2023 | FIRESIDE CHARTS The Federal Open Market Committee (FOMC) left short-term interest rates unchanged, but their forward guidance spooked the markets. The committee also updated...
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