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

Daily Chartbook #382

235 implied HN points • 15 Feb 24
💰 Finance Charts
  1. The Daily Chartbook #382 is available for paid subscribers only, offering a comprehensive summary of the day in 30 charts.
  2. The post includes a link to subscribe for access to Daily Chartbook and a reminder for existing paid subscribers to sign in to read the content.
  3. The content seems to focus on providing valuable insights through charts, making it a useful resource for those interested in staying informed.

Daily Chartbook #299

1414 implied HN points • 12 Oct 23
💰 Finance Mortgage Corporate
  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.

Daily Chartbook #284

1676 implied HN points • 21 Sep 23
💰 Finance Markets Economy Investing Stocks Analysis
  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.

Daily Chartbook #302

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.

Daily Chartbook #306

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.
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Daily Chartbook is Going Paid

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.

Daily Chartbook #309

1179 implied HN points • 26 Oct 23
  1. Mortgage rates reached the highest point in over 20 years at 8.04%.
  2. Everyone except Millennials locked in lower 3% mortgage rates.
  3. Mortgage demand is on the decline.

Daily Chartbook #303

1257 implied HN points • 18 Oct 23
  1. Homebuilder sentiment is at a low after an unexpected drop in October.
  2. The income needed to afford a home has increased significantly since the start of the pandemic.
  3. Global ocean container rates have hit a 5-year low.

Daily Chartbook #307

1179 implied HN points • 24 Oct 23
  1. The cost of buying a home versus renting is at its most extreme since 1996, with new mortgage payments 52% higher than average apartment rent.
  2. Home purchases are falling through at the highest rate in nearly a year.
  3. Companies globally accelerated price increases this month.

Daily Chartbook #276

1729 implied HN points • 09 Sep 23
💰 Finance Economy Markets Investing Banking Stocks
  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.

Daily Chartbook #364

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

Daily Chartbook #311

1100 implied HN points • 28 Oct 23
  1. Tighter credit conditions for small companies could lead to lower employment growth.
  2. Deutsche Bank's models show a higher neutral rate known as R-Star.
  3. Market expectations about Federal Reserve actions often prove to be inaccurate in the long term.

Daily Chartbook #304

1152 implied HN points • 19 Oct 23
  1. Mortgage demand is historically weak, hitting lowest levels in decades.
  2. Mortgage rates on 30-year fixed mortgages have reached 8%, the highest since 2000.
  3. Building permits beat expectations, but housing starts saw a smaller than expected rise.

Daily Chartbook #308

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.

Daily Chartbook #371

262 implied HN points • 31 Jan 24
  1. The post is for paid subscribers only.
  2. The Daily Chartbook #371 provides a summary of the day in 30 charts.
  3. To access the full content, you need to be a paid subscriber.

Daily Chartbook #379

209 implied HN points • 10 Feb 24
  1. Daily Chartbook #379 provides a daily summary with 30 charts for subscribers.
  2. The post is for paid subscribers only, with an option to subscribe or sign in if already a subscriber.
  3. The link to Daily Chartbook's profile offers more insights and information.

Daily Chartbook #281

1414 implied HN points • 16 Sep 23
💰 Finance Markets Economy Investing Stocks Banks
  1. US home prices rose 3% year over year to $420,846 in August.
  2. Total number of homes for sale hit a record low in August, dropping 1.1% month over month.
  3. Nearly 60,000 home-purchase agreements were canceled in August, up from a year earlier.

Daily Chartbook #353

419 implied HN points • 04 Jan 24
  1. Daily Chartbook website features daily chart summaries.
  2. Access to all content is for paid subscribers only.
  3. Sign in or subscribe on the website to view Daily Chartbook posts.

Daily Chartbook #273

1519 implied HN points • 06 Sep 23
💰 Finance Economy Investing Market Analysis
  1. Vehicle sales in the US saw a 13.7% increase in August compared to last year.
  2. Demand for commercial and industrial loans is decreasing notably.
  3. Goldman Sachs lowered the US recession probability from 20% to 15%.

Daily Chartbook #358

366 implied HN points • 11 Jan 24
  1. Daily Chartbook #358 contains 30 charts
  2. The post is for paid subscribers only
  3. You can subscribe to access the content

Daily Chartbook #285

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.

Daily Chartbook #381

183 implied HN points • 14 Feb 24
💰 Finance Investing
  1. Daily Chartbook offers a daily summary of the day's events in 30 charts for paid subscribers.
  2. The content in the Daily Chartbook post is only accessible to paid subscribers.
  3. To access the full content and subscribe to Daily Chartbook, users can follow the provided link.

Daily Chartbook #377

209 implied HN points • 08 Feb 24
  1. The Daily Chartbook #377 is available for paid subscribers only.
  2. It includes catching up on the day with 30 charts.
  3. To access the content, subscribe or sign in as a paid subscriber.

Daily Chartbook #365

288 implied HN points • 23 Jan 24
  1. The post is for paid subscribers only.
  2. Daily Chartbook offers a summary of the day through 30 charts.
  3. The post can be found on the Daily Chartbook website.

Daily Chartbook #362

314 implied HN points • 18 Jan 24
  1. The post is for paid subscribers only.
  2. The Daily Chartbook #362 is available on dailychartbook.com.
  3. You can subscribe or sign in as a paid user to access the content.

Daily Chartbook #376

209 implied HN points • 07 Feb 24
  1. The post is for paid subscribers only.
  2. Daily Chartbook contains 30 charts to catch up on the day's events.
  3. To access the full content, one can subscribe on the Daily Chartbook website.

Daily Chartbook #361

314 implied HN points • 17 Jan 24
  1. Daily Chartbook #361 is a paid post for subscribers.
  2. It offers a daily summary through 30 charts.
  3. Subscribing grants access to the content.

Daily Chartbook #271

1467 implied HN points • 01 Sep 23
💰 Finance Economy Markets Investing Business Statistics
  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.

Daily Chartbook #352

393 implied HN points • 03 Jan 24
  1. The post is part of a paid subscription for daily chartbook.
  2. Daily Chartbook #352 covers the day's events in 30 charts.
  3. The post provides links for subscription and signing in for paid users.

Daily Chartbook #283

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.

Daily Chartbook #264

1545 implied HN points • 23 Aug 23
💰 Finance Economy Investing Markets Stocks Trends
  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.