Feb 16, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Stubborn Inflation, Sweden, Semiconductors February 16, 2024 | FIRESIDE CHARTS It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning...
Feb 2, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Strong Job Growth, India Accelerating, Regional Banks February 2, 2024 | FIRESIDE CHARTS The U.S. economy continues to defy expectations. January’s non-farm payrolls report smashed expectations and December’s report was revised higher. Productivity growth...
Jan 29, 2024 | Blog, Blog Home Featured, Economics and Investing
Written by Investors Need Not Fear the Traditional Diversified Portfolio – A Historical Perspective January 29, 2024 | ECONOMICS & INVESTING For much of 2023, investors were leery of holding traditional risk assets given the attractive prospects of riskless cash...
Jan 26, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Consumer Optimism, Oil Surplus, Bitcoin ETFs January 26, 2024 | FIRESIDE CHARTS Consumers are perking up as we begin the new year. Sentiment is beginning to turn on the future economic outlook, and consumers are feeling positive about their financial...
Jan 19, 2024 | Blog, Blog Home Others, Timely PM Updates
Written by 4Q23 Review and Outlook – Moving Beyond Inflation: narrow winners drove a strong market in 2023 but can the economy deliver? January 19, 2024 | TIMELY PM UPDATES Year in Review The U.S. economy substantially exceeded expectations in 2023. Real Gross...
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