Daily Chartbook

Daily Chartbook is a Substack focusing on economic and market trends through curated charts and insights. It covers aspects of the housing market, consumer behavior, global economic indicators, financial conditions, and sector-specific challenges, providing a broad view of current economic health and future expectations.

Housing Market Trends Consumer Behavior Global Economic Indicators Financial Conditions Sector-Specific Challenges Labor Market Dynamics Trade and Commerce Monetary Policy Impacts

The hottest Substack posts of Daily Chartbook

And their main takeaways
1048 implied HN points 04 Mar 24
  1. The average rate on a 30-year mortgage has increased for 4 weeks in a row, reaching 6.94%.
  2. Mortgage delinquencies rose for the second straight quarter across all product types, with an increase in new loans entering delinquency.
  3. Nearly 40% of US homes do not have a mortgage, showing a substantial portion of homeowners are mortgage-free.
3694 implied HN points 13 Sep 23
  1. The median U.S. asking rent in August was just below the record high set a year earlier.
  2. Commercial real estate prices are expected to decrease this cycle, ranging from -15% for apartments to -40% for office spaces.
  3. Small businesses are facing challenges with credit conditions and labor quality.
262 implied HN points 12 Mar 24
  1. The post is about Daily Chartbook #399 on March 12, 2024, where subscribers can catch up on the day through 30 charts.
  2. Access to the post and content is exclusive to paid subscribers, with a prompt for non-subscribers to sign up.
  3. The post provides links to subscribe or sign in for paid subscribers to access the content.
209 implied HN points 16 Mar 24
  1. Daily Chartbook #403 provides a summary of the day through 30 charts.
  2. The post seems to be primarily targeted at paid subscribers.
  3. The content is available on the website www.dailychartbook.com.
183 implied HN points 19 Mar 24
  1. The Daily Chartbook #404 is a paid post that provides a summary of the day through 30 charts.
  2. To access the content of the post, readers need to be paid subscribers to the Daily Chartbook.
  3. The post includes links for new subscribers to easily sign up and for existing subscribers to log in.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
1126 implied HN points 29 Nov 23
  1. Home prices rose for 7th straight month in September.
  2. Retail sales jumped 6.3% YoY in the week ending Nov 25.
  3. Financial conditions eased due to higher equity prices and lower credit spreads.
235 implied HN points 07 Mar 24
  1. The post is for paid subscribers only, you can click the subscribe link to access it
  2. The Daily Chartbook #396 covers the day with 30 charts for readers to catch up on
  3. Images included in the post provide visual aids to complement the information
1572 implied HN points 20 Oct 23
  1. Homebuyer demand is at its lowest level in nearly a year.
  2. Existing home sales have dropped to their lowest point since October 2010.
  3. The national median existing-home price rose 2.8% in September from a year earlier to $394,300.
183 implied HN points 15 Mar 24
  1. Daily Chartbook #402 provides a daily summary of 30 charts for subscribers to catch up on.
  2. The post is for paid subscribers only, with an option to subscribe to access the content.
  3. There is a specific link provided for existing paid subscribers to sign in and view the content.
262 implied HN points 28 Feb 24
  1. The post is for paid subscribers only, requiring a subscription to access the content.
  2. The Daily Chartbook #390 includes 30 charts summarizing the day's events.
  3. The post urges existing paid subscribers to sign in to continue accessing the content.
288 implied HN points 23 Feb 24
  1. The Daily Chartbook #387 post is available for paid subscribers only.
  2. The post features 30 charts summarizing the day's events.
  3. Readers can access the Daily Chartbook newsletter and subscribe for more content.
262 implied HN points 27 Feb 24
  1. Daily Chartbook #389 is a paid post on substack with 30 charts to catch up on the day.
  2. The content is exclusive to paid subscribers, offering in-depth insights for those interested.
  3. Readers can sign in if they are already paid subscribers or choose to subscribe to access the content.
1545 implied HN points 13 Oct 23
  1. The share of for-sale homes with price drops is at its highest level in a year.
  2. Redfin's Homebuyer Demand Index has dropped to its lowest level in a year.
  3. Jobless claims remained unchanged at 209k, but continuing claims rose more than expected for the 3rd week in a row.
288 implied HN points 22 Feb 24
  1. Daily Chartbook #386 provides 30 charts to summarize the day's events.
  2. The post is for paid subscribers only, offering exclusive content.
  3. Readers can subscribe to access the daily chartbook and sign in if they are already paid subscribers.
1283 implied HN points 31 Oct 23
  1. Financial conditions are tight, similar to a year ago
  2. Non-mortgage interest payment as % of disposable income is high
  3. Financing costs mentioned in S&P 500 earnings calls have increased
1676 implied HN points 28 Sep 23
  1. Rising mortgage rates are impacting demand in the housing market
  2. The total value of the US housing market is significantly higher than pre-pandemic levels
  3. Consumer credit card and home equity utilization remains below pre-pandemic levels
1572 implied HN points 06 Oct 23
  1. Typical mortgage rates fluctuate around the average rate.
  2. Median monthly mortgage payment has increased by 10.2% YoY.
  3. Homebuyers with a $3,000 budget have lost $40,000 in purchasing power since last year due to rising mortgage rates.
209 implied HN points 05 Mar 24
  1. The post is only accessible to paid subscribers of Daily Chartbook.
  2. The content includes charts to help catch up on the day's events.
  3. Subscribers can sign in to access the detailed chartbook information.
1205 implied HN points 01 Nov 23
  1. Home prices continue to rise, with the largest cities showing significant gains.
  2. House Price Index and Rent Index indicate varied trends in the housing market.
  3. Employment Cost Index, Consumer Confidence, and Central Bank actions reflect economic shifts.
1257 implied HN points 27 Oct 23
  1. Pending home sales rose 1.1% month-over-month, the best since January 2023.
  2. New listings saw their first annual increase since July 2022.
  3. Active listings experienced their smallest decline since July and are at their highest level since February.
1676 implied HN points 21 Sep 23
  1. Nearly 80% support homebuilding, but only 33% support large apartment complexes near their home.
  2. Landlords with 1,000+ properties made up 0.4% of U.S. home purchases in Q2, down from 2.4% in late 2021.
  3. Used car prices rose 1.5% in September, but were down 3.5% from September 2022.
1414 implied HN points 12 Oct 23
  1. US Weekly mortgage applications rose despite increasing rates.
  2. Percentage of outstanding 30-year mortgages have incentives for refinancing.
  3. There's a geoeconomic risk discount applied to global equity markets.
288 implied HN points 17 Feb 24
  1. The Daily Chartbook #384 is available for paid subscribers only.
  2. The chartbook covers the day using 30 charts for analysis.
  3. Readers can subscribe to access the content at dailychartbook.com.
1336 implied HN points 17 Oct 23
  1. Empire State Manufacturing index fell in October but outlook remains optimistic.
  2. US government interest payments per day doubled from pre-pandemic levels to nearly $2bn in 2023.
  3. Cash to assets ratio for both aggregate and typical stocks is low, posing challenges in a restricted financing environment.
157 implied HN points 14 Mar 24
  1. The post is part of a Daily Chartbook subscription service.
  2. The content involves catching up on the day through 30 charts.
  3. Paid subscribers can access the full content of Daily Chartbook #401 on the website.
1336 implied HN points 16 Oct 23
  1. Daily Chartbook will be transitioning to a paid subscription model starting November 1.
  2. There will be options for monthly and annual subscriptions, with special pricing for annual subscribers.
  3. A free, entry-level newsletter called DC Lite will be available alongside the paid subscription, providing 5 top charts and insights daily.
1283 implied HN points 21 Oct 23
  1. The People's Bank of China provided a large sum of cash to lenders due to surging funding costs.
  2. The Cost of Capital for companies has risen, impacting financing decisions.
  3. Russell 2000 companies carry more debt compared to S&P 500 companies.
262 implied HN points 21 Feb 24
  1. The post is for paid subscribers only, so it requires a subscription to access.
  2. The Daily Chartbook #385 includes 30 charts for catching up on the day's information.
  3. The content can be found on www.dailychartbook.com, offering insights through visual data.
157 implied HN points 13 Mar 24
  1. Daily Chartbook provides a daily summary of the market through 30 charts on their website.
  2. The post shared is for paid subscribers only, with an option to subscribe for access to more content.
  3. There is an opportunity to sign in as a paid subscriber for additional benefits and access to Daily Chartbook content.
1729 implied HN points 09 Sep 23
  1. Global food prices fell 2.1% in August to the lowest in over 2 years.
  2. US imported more from Mexico than China for the first time since '03, affecting the economy.
  3. Used vehicle prices were up 0.2% MoM in August, but down 7.7% YoY.