May 11, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Unemployment Falls, Inflation Slows, the End of Interest Rate Hikes May 11, 2023 | FIRESIDE CHARTS The economy isn’t growing as fast as it once was but it’s too early to call this a slowdown. Hard economic data is still very positive, and inflation...
Apr 28, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Economic Data is Murky, Housing Supply, Uses for Artificial Intelligence April 28, 2023 | FIRESIDE CHARTS Inconsistent economic data is making it difficult to judge the state of the economy. Many previously negative indicators are turning around, while...
Apr 17, 2023 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 1Q23 Market Commentary: Rapid Rate Hikes and their Role in the Banking Crisis April 17, 2023 | TIMELY PM UPDATES Market Outlook: We remain in a somewhat uncharted investment environment with new crises occurring almost quarterly. These have...
Apr 13, 2023 | Blog, Blog Home Others, Fireside Charts
Written by Earnings Season Begins, Falling Inflation, Labor Force Recovery April 13, 2023 | FIRESIDE CHARTS Equity markets are rallying into earnings season, despite unusually high uncertainty surrounding earnings estimates. Recent banking issues have put a spotlight...
Mar 30, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Bank Casualties: A Result of the Steepest Rate Hikes in Modern History March 30, 2023 | ECONOMICS & INVESTING In the wake of the March 10th demise of Silicon Valley Bank, banks have been thrust into the center of the latest economic crises. More...
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