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
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
- 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...