Jul 12, 2024 | Blog, Blog Home Featured, Fireside Charts
Written by Price Declines, Rising Unemployment, Robust Travel July 12, 2024 | FIRESIDE CHARTS A surprise decline in the Consumer Price Index (CPI) set off a massive rotation in the equity markets. Only time will tell whether this is a change in trend or a...
Jun 28, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Momentum, Energy, India June 28, 2024 | FIRESIDE CHARTS Performance of the technology sector vs the broad market is reaching extremes, as investors continue to pile into the momentum trade. Recent price action has been bizarre, with the S&P 500 price...
Jun 17, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Economic Projections, Interest Rates, Household Net Worth June 17, 2024 | FIRESIDE CHARTS The Federal Open Markets Committee (FOMC) left the Federal Funds Rate unchanged in June. The committee also updated their economic projections, which appear stale...
Jun 7, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Jobs, Concentration, Renewable Energy June 7, 2024 | FIRESIDE CHARTS U.S. Nonfarm Payrolls smashed expectations again but other data points show the labor market coming back into balance. A balanced labor market with less employee turnover may allow...
May 17, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Stock Buybacks, Home Equity, Meme Stocks May 17, 2024 | FIRESIDE CHARTS Recent economic data has surprised to the downside, strengthening the case for rate cuts from the Federal Reserve. So far, markets are looking through the near-term weakness as...
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