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
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.
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.
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 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.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
1310 implied HN points 22 Sep 23
  1. Existing home sales dropped 0.7% MoM leaving sales down 15.3% YoY.
  2. Prices of existing homes have held firm with median price above $400,000 for three months.
  3. The Federal Reserve expects stronger growth, lower unemployment, and slightly cooler inflation.
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.
1021 implied HN points 25 Oct 23
  1. The ATA Truck Tonnage Index dropped 1.1% in September.
  2. The latest S&P Global Flash US PMIs showed growth in private sector output.
  3. The US is the only region not in contraction according to Global PMIs.
1467 implied HN points 01 Sep 23
  1. Median home sale price increased by 4.8% in the four weeks ending August 27, the biggest jump since October.
  2. Active listings saw an 18.7% drop from a year earlier, the largest decline since February 2022.
  3. Employers cut 75k jobs in August, marking a 267% increase from a year ago.
1545 implied HN points 23 Aug 23
  1. Affordability calculations include median existing home prices and mortgage rates.
  2. US households are handling high mortgage rates well, so far affecting only homebuyers.
  3. Existing home sales decreased more than expected, with slowest pace since 2010.
1545 implied HN points 22 Aug 23
  1. The US has the lowest homeowner vacancy rates in almost 70 years.
  2. The gap between 30-year mortgage rates and 10-year Treasury rates is widening.
  3. The trucking industry is reacting to higher freight volumes, indicating a potential market improvement.
1257 implied HN points 20 Sep 23
  1. Home construction activity is fluctuating with varying trends in housing starts and building permits.
  2. US freight market is experiencing challenges with negative year-over-year comparisons and unexpected declines in September.
  3. Global GDP growth is expected to ease in 2024 after a modest expansion this year, according to OECD forecasts.
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.
1519 implied HN points 18 Aug 23
  1. Homebuyers are turning to newly built single-family homes due to low inventory.
  2. Auto production is above 2019 levels and likely won't increase much.
  3. Wholesale used-vehicle prices rose slightly in August compared to July but are still lower than in August 2022.
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.
1493 implied HN points 17 Aug 23
  1. Mortgage purchase applications decrease, showing minimal demand
  2. Housing starts rise, with single-family starts at a high and multi-family starts at a low
  3. Building permits increase slightly, with single-family permits at a high and multi-family permits at a low
1205 implied HN points 19 Sep 23
  1. US homebuilder sentiment at lowest since April based on NAHB report
  2. US labor market showing signs of cooling down
  3. Divergent GDP estimates between Atlanta Fed and St. Louis Fed
1257 implied HN points 12 Sep 23
  1. Logistics Managers Index improved after 4 months
  2. Q2 saw lowest number of S&P 500 companies citing 'inflation'
  3. Home price growth expectations are back at pre-pandemic levels
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.
1283 implied HN points 08 Sep 23
  1. There is a supply shortage in the housing market, leading to rising prices.
  2. Consumer sentiment towards homebuying is currently at multi-decade lows.
  3. Remote job postings are declining faster than other groups, indicating a shift in work dynamics.
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.
1336 implied HN points 30 Aug 23
  1. Home prices in America's 20 largest cities rose for the 4th straight month but are still down over 1% YoY.
  2. The FHFA House Price Index had a 3.1% YoY increase and marked the 6th consecutive monthly gain.
  3. Financial conditions are currently tight, indicated by the Real 10-Year Yield Less The Neutral Rate being at its highest level since before the last 4 recessions.
1545 implied HN points 05 Aug 23
  1. The median home sale price increased by 3.2% from a year earlier, reaching $380,250.
  2. Monthly mortgage payments for the typical U.S. homebuyer increased by 19% to $2,605 compared to a year earlier.
  3. The Global Supply Chain Pressure Index rose to -0.90 in July from -1.14 in June.
288 implied HN points 13 Feb 24
  1. The Daily Chartbook shares a summary of the day through 30 charts.
  2. Access to the content may be paid for by subscribing to the Daily Chartbook.
  3. To view the post, a subscription or sign-in as a paid subscriber is required.
235 implied HN points 24 Feb 24
  1. The Daily Chartbook #388 provides a daily summary of events through 30 charts.
  2. The content is behind a paywall, accessible only to paid subscribers.
  3. Readers can subscribe to access the detailed chartbook or sign in if they are already paid subscribers.
1257 implied HN points 31 Aug 23
  1. Pending home sales rose 0.9% in July, surprising analysts.
  2. Real estate investors saw a 45% drop in home purchases compared to last year's second quarter.
  3. Rent growth turned negative last month for the first time since the pandemic began.
1493 implied HN points 01 Aug 23
  1. Zillow expects U.S. home prices to rise 6.3% between June 2023 and June 2024.
  2. Zillow's rent index indicates a sharp decline in rent prices ahead.
  3. Resuming student loan payments in October will decrease consumer spending by about $9 billion per month.
209 implied HN points 01 Mar 24
  1. Daily Chartbook provides a daily summary with 30 charts for subscribers to catch up on the day.
  2. The content of this post is for paid subscribers only, sign in or subscribe to access.
  3. Access to the Daily Chartbook is available through subscription on their website.
1441 implied HN points 04 Aug 23
  1. Newly listed homes declined by 20.8% in July compared to the previous year.
  2. Active listings of homes decreased by 6.4% compared to last year.
  3. The U.S. homeowner vacancy rate dropped to 0.7% in the second quarter, the lowest since 1956.
366 implied HN points 20 Jan 24
  1. The post is for paid subscribers only
  2. The content includes 30 charts for daily catch-up
  3. Subscription option available on www.dailychartbook.com
1362 implied HN points 11 Aug 23
  1. New listings for homes for sale fell 16.5% year over year.
  2. Active listings dropped 17.9% compared to a year earlier.
  3. Median home sale price increased by 3% from a year earlier, the largest rise since November.
969 implied HN points 30 Sep 23
  1. The post includes updated information about the S&P 500 forward 12-month P/E ratio
  2. Sector-level forward 12-month P/E ratios are discussed in the post
  3. Current valuation metrics, historical averages, and analyst ratings are provided in the post