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Economic Data is Murky, Housing Supply, Uses for Artificial Intelligence

Economic Data is Murky, Housing Supply, Uses for Artificial Intelligence

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...
BCM 1Q23 Market Commentary: Rapid Rate Hikes and their Role in the Banking Crisis

BCM 1Q23 Market Commentary: Rapid Rate Hikes and their Role in the Banking Crisis

Apr 17, 2023 | Blog, Blog Home Banner, 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...
Earnings Season Begins, Falling Inflation, Labor Force Recovery

Earnings Season Begins, Falling Inflation, Labor Force Recovery

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...
Bank Casualties: A Result of the Steepest Rate Hikes in Modern History

Bank Casualties: A Result of the Steepest Rate Hikes in Modern History

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...
Fed Tightening Always Breaks Something, Importance of Credit Availability, China Reopening

Fed Tightening Always Breaks Something, Importance of Credit Availability, China Reopening

Mar 23, 2023 | Blog, Blog Home Others, Fireside Charts

Written by Fed Tightening Always Breaks Something, Importance of Credit Availability, China Reopening March 23, 2023 | FIRESIDE CHARTS The Federal Reserve tightening monetary policy always break something but once something breaks it usually marks the end of the...
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