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Real Rates, Crack Spreads, Unemployment

Real Rates, Crack Spreads, Unemployment

Sep 29, 2023 | Blog, Blog Home Featured, 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...
Fed Forward Guidance, Earnings Estimates, Government Shutdowns

Fed Forward Guidance, Earnings Estimates, Government Shutdowns

Sep 22, 2023 | Blog, Blog Home Featured, 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...
Consumer Prices, Oil, the Magnificent Seven

Consumer Prices, Oil, the Magnificent Seven

Sep 14, 2023 | Blog, Blog Home Featured, 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...
The Labor Market, Operating Margins, Excess Savings

The Labor Market, Operating Margins, Excess Savings

Sep 8, 2023 | Blog, Blog Home Featured, 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...
The Economy, Business Investment, Consumer Spending

The Economy, Business Investment, Consumer Spending

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...
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Recent Posts

  • Real Rates, Crack Spreads, Unemployment
  • Fed Forward Guidance, Earnings Estimates, Government Shutdowns
  • Consumer Prices, Oil, the Magnificent Seven
  • The Labor Market, Operating Margins, Excess Savings
  • The “Long and Lagged” effects of Interest Rates: Corporate Interest Rate “Lock-in”

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