FIRESIDE CHARTS

FIRESIDE CHARTS
23rd May 2025

Risk Premium, Interest Rates, One Big Beautiful Bill

We want to take a moment this Memorial Day Weekend to honor those who gave their lives in service and reflect on their enduring sacrifice. It’s a solemn reminder of the cost of freedom...

FIRESIDE CHARTS
09th May 2025

Trade, Labor, The G.O.A.T.

U.S. gross domestic product (GDP) contracted slightly in the first quarter, although the report was heavily distorted by trade-related factors. Businesses and consumers alike are adjusting to tariffs, and they’re not very happy about...

FIRESIDE CHARTS
02nd May 2025

GDP, China, Jobs

FIRESIDE CHARTS
22nd Apr 2025

Uncertainty, Earnings, Travel

Uncertainty surrounding trade is causing businesses to delay or cancel capital spending plans. The deteriorating earnings outlook likely isn’t helping either. Equity markets showed signs of stress in the week following “Liberation Day.”

FIRESIDE CHARTS
04th Apr 2025

Tariffs, Tariffs, Tariffs

Europe is in the spotlight after a strong start to the year for European equities. So far, the strong performance has been mainly driven by sentiment and currency. Chinese equities are also off to...

FIRESIDE CHARTS
28th Feb 2025

Europe, China, Excess Returns

Europe is in the spotlight after a strong start to the year for European equities. So far, the strong performance has been mainly driven by sentiment and currency. Chinese equities are also off to...

FIRESIDE CHARTS
14th Feb 2025

Inflation, Consumer Credit, DeepSeek

The first inflation print of the year came in hotter than expected. There may be more of the same ahead, according to both market and sentiment-based indicators. U.S. consumer credit saw its largest month-over-month...