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Fireside Charts: Top Concerns Among Equity Investors, Mortgage Delinquencies and Record-Setting Economic Data

May 13, 2020
Stocks fell into the close today on bleak statements from Fed Chair Jerome Powell this morning in an online speech. He described the ...

Fireside Charts: Equities Rise As Unemployment Hits New Highs... What's Driving the Rally?

May 11, 2020
The U.S. unemployment rate clocked in at a disastrous 14.7% on Friday, hitting its highest point since the Depression. If that wasn't ...

Fireside Charts: Grim Forecasts, the Equity Rally, and Reignited Tensions with China

May 6, 2020
Halfway into an earnings season for the history books and analysts—much like the rest of the world—are still struggling to reach ...

Fireside Charts: Rent's Due, the 'Shale Death Zone', and a Warning Signal from the Bond Market

May 4, 2020
If this month's rent or mortgage payment hurt a little more than usual, you aren't alone. Small businesses are struggling to keep up ...

Fireside Charts: The GDP Hit, Unemployment, and a Look Ahead

May 1, 2020
U.S. GDP fell at a 4.8% annual rate in Q1, posting its first quarterly drop in over half a decade and it's worst quarterly drop since ...

Bond ETF’s Price Divergence From NAV: How Do We Tell Which Was “Right”?

April 30, 2020
“What happened to fixed income ETFs in the March sell-off?"   So far, we’ve kept quiet on the subject. Not due to a lack of opinions, but because we felt we didn’t have much to add to the discussion. Our many fund sponsor and trading partners (SSGA, iShares, Invesco, and Jane Street to name a few) have done a fantastic job of providing detailed analyses on the subject. Anything we could have produced over the past month would have been nothing more than a regurgitation of work produced by others. So, what’s changed? Why have we ...

Fireside Charts: Forward P/E Ratio and EPS Projections, Equity Return Trends, and the Food Supply Chain

April 29, 2020
It's a big day for the markets with Q1 GDP data, an FOMC meeting, and earnings reports from industry leaders Microsoft and Facebook. ...