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Charting The Curve

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Charting The Curve | chartingthecurve.com Reviews

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Chart of the day: U.S. job market — speed bump or cyclical peak? | Charting The Curve

http://chartingthecurve.com/2015/05/12/chart-of-the-day-u-s-job-market-speed-bump-or-cyclical-peak

Chart of the day: U.S. job market — speed bump or cyclical peak? May 12, 2015. US small businesses said it all…. US retail sales.Ouch! 2 thoughts on “ Chart of the day: U.S. job market — speed bump or cyclical peak? Pingback: U.S.: lower your expectation for the second quarter… Charting The Curve. Pingback: Charts of the day: U.S. labor market… Charting The Curve. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public).

2

May | 2015 | Charting The Curve

http://chartingthecurve.com/2015/05

Charts of the day: U.S. economy contracted in the first quarter; So were corporate profits…. May 29, 2015. US corporate profits were coming down two quarters in a row, although still at elevated level compared to the history. The labor cost was the biggest driver, as the breakdown chart shows. That probably explained why the wage growth was so slow: the profit-driven CEOs didn’t wanna pay more until they had to…. A glimmer of hope for business investments? Don’t let a strong $ get in the way…. This actua...

3

Charting The Curve | Page 2

http://chartingthecurve.com/page/2

June 1, 2015. My thesis on investing in Russia is actually simple: bullish on oil price plus attractive valuation. Charts of the day: lack of “obvious”…. June 1, 2015. On this. c) ISM PMI number recovered slightly in May, but nothing exciting. How $ and oil markets are taking shape going forward will have an immediate impact on the manufacturing sector. Once again, strong $ is a foe, not a friend…. Charts of the day: U.S. economy contracted in the first quarter; So were corporate profits…. May 29, 2015.

4

March | 2015 | Charting The Curve

http://chartingthecurve.com/2015/03

Re-rating in Chinese equity market…. March 31, 2015. March 31, 2015. Global markets in March — highlight on Brazil. March 31, 2015. March 31, 2015. It does seem like it based on the historical relationship between FX and CPI. In other words, at current yield, the bond market in Brazil is attractively priced…. Home price, affordability and who really drove the housing market…. March 31, 2015. March 31, 2015. A look at households’ indebtedness. March 30, 2015. US consumers: lack of animal spirit…. An impor...

5

April | 2015 | Charting The Curve

http://chartingthecurve.com/2015/04

Chart of the day: in market we believe! April 29, 2015. Markets won the last battle. There is no reason to have any doubt now. US 1Q GDP: no surprise in the first estimate, but what’s going on in the treasury market? April 29, 2015. The following table looks at the GDP from a different angle. Services contributed the most, while Structures were the biggest drag. However, beyond all these, what really bothers me is the market action of 10y treasury yield. What’s really going on? April 28, 2015. The Fed&#8...

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Charts of the day: a quick summary of recent housing data. June 16, 2015. Another round of housing data update started this week. Homebuilders’ confidence came back strong in June, as measured by NAHB market index. The gap between homebuilders’ confidence and the housing reality seemed to persist. That being said, what’s driving the equity market is the confidence, not the reality, ironically. Charts of the day: Is this weakness really transitory? June 15, 2015. June 15, 2015. June 9, 2015. June 9, 2015.

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