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A Bird's Eye View Blog

Fireside Charts: Global Earnings Halved, Housing Markets, and Are We Seeing an Emerging Market Rally?

 

Industrials, Financials, and Consumer Discretionary are expected to lead sector earnings for the rest of the year. Global economic data momentum has deteriorated to multi-year lows. In Europe,...

Factor Investing in the 2019 Landscape

Factor investing has become one of the fastest growing investment approaches in asset management, experiencing 11% organic asset growth per year since 20111. However, factor investing is certainly...

Fireside Charts: U.S. Retail Sales Drop, Global Outlook Contracts, But China Manufacturing Eases Worries

Today's blog post begins with the Citigroup Economic Surprise Index. While the index has little bearing on equity prices, it does portray more negative economic sentiment in the U.S. Meanwhile,...

Financial Literacy Month Glossary of Financial Terms: Educate and Empower

Today is April 1, which marks the beginning of Financial Literacy Month! For the third year in a row, BCM will be posting dedicated content about macroeconomics, investing, and personal finance ...

Fireside Charts: China’s Manufacturing Growth, Checking in on Commodities, and What the Treasury Spread is Telling Us

Is China's recent economic slump coming to an end? The March Manufacturing PMI reports show the trend may be reversing due to strong Chinese factory activity data. Here at home, a chart on which...

Fireside Charts: Yield Curve Inversion Aftermath, Interest Rate Expectations, and a U.S. Economic Growth Slowdown

We tried to look for charts that would "Lyft" our spirits about the economy this week, but fell slightly short. Hopefully the IPO today won't do the same. First, a look at returns for holding...

Fireside Charts: Consumer Confidence Falters, Exports Ramp Up, A Look at Central Banks Balance Sheets

U.S. consumer confidence has missed estimates for March after a quick rebound in February. A sharp drop in confidence like this could indicate a similarly sharp drop in spending in the upcoming...

Fireside Charts: Sectors’ All-Time Highs, Inverted Yield Curve as LEI, Sharp Downtrend in U.S. Manufacturing PMI

Thursday’s release of the FOMC statement drove markets higher, but that was short-lived. With five of eleven sectors ending the week in the red, the stock market sold off Friday after a yield...

Fireside Charts: A Dovish Fed, the Trade War Trudges On, the U.S. Yield Curve Extends and Deepens

This Friday’s Fireside Charts is one of our favorites in that the charts and data below are forcing us to ask crucial questions about where the market is headed. March Madness indeed! First up,...

The Stock Markets are Ripping Up. The Economy is Slowing. What Could Ultimately Be Wrong?

The 2019 recovery of U.S. and international equity markets continues to claw back at the losses from late 2018. Traditionally, stocks have been a leading economic indicator:  investors look at both