Sep 14, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Consumer Prices, Oil, the Magnificent Seven September 14, 2023 | FIRESIDE CHARTS Rising energy prices pushed the Consumer Price Index (CPI) to its largest monthly change in over a year but, below the surface, the increase in core CPI remained subdued. The...
Sep 8, 2023 | Blog, Blog Home Others, Fireside Charts
Written by The Labor Market, Operating Margins, Excess Savings September 8, 2023 | FIRESIDE CHARTS Job growth continued in August, but the unemployment rate unexpectedly ticked up as the labor force increased. Employment remains strong, but the gains are slowing and...
Aug 25, 2023 | Blog, Economics and Investing
Written by The “Long and Lagged” effects of Interest Rates: Corporate Interest Rate “Lock-in” August 25, 2023 | ECONOMICS & INVESTING For the past few quarters, our positive firm view on the homebuilding sector has been in large part due to the idea of “interest rate...
Aug 11, 2023 | Blog, Blog Home Others, Fireside Charts
Written by The Economy, Business Investment, Consumer Spending August 11, 2023 | FIRESIDE CHARTS Inflation continues its downward trajectory, and economic growth may be accelerating. Accelerating growth may keep interest rates higher despite lower inflation. While...
Aug 4, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Consumer Headwinds, China, Artificial Intelligence August 4, 2023 | FIRESIDE CHARTS Sentiment on the strength of the U.S. economy has improved dramatically over the past couple of months, but there may be headwinds on the horizon for U.S. consumers. Lenders...
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