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 #239

995 implied HN points • 19 Jul 23
  1. Homebuilder confidence is increasing steadily.
  2. Commercial real estate prices are expected to decline considerably.
  3. Supply chain issues are impacting East Coast ports, causing congestion.

Daily Chartbook #218

1100 implied HN points • 15 Jun 23
  1. Mortgage demand increased with MBA applications up for the first time in 5 weeks.
  2. Tender rejections in the trucking industry have implications for market conditions and capacity.
  3. US household debt is growing at a slower rate due to higher credit costs and limited credit availability.

Daily Chartbook #179

1310 implied HN points • 12 Apr 23
  1. Global freight rates from China to the US West Coast have dropped significantly.
  2. The IMF has cut the 2023 world GDP growth outlook due to financial risks.
  3. The Atlanta Fed estimates a 2.2% growth for US real GDP in Q1 2023.

Daily Chartbook #228

1048 implied HN points • 30 Jun 23
  1. Pending home sales fell by 2.7% in May for the third consecutive month.
  2. New listings of homes for sale saw a significant 26.5% year-over-year decline.
  3. Active listings dropped by 11% from the previous year, the largest decline since April 2022.

Daily Chartbook #199

1179 implied HN points • 18 May 23
  1. US petroleum inventories rose last week driven by an increase in crude stocks.
  2. The Strategic Petroleum Reserves saw a weekly decline despite plans to refill.
  3. US housing market sees jump in starts with permits nearing all-time record levels.
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Daily Chartbook #193

1231 implied HN points • 02 May 23
  1. The time it takes for unemployment to rise after the Fed starts hiking rates is about 14 months.
  2. Excess savings were estimated at $870 billion in March, leading to a relatively mild economic downturn.
  3. Despite rising rates, the construction industry is still showing strong job growth.

Daily Chartbook #231

1021 implied HN points • 07 Jul 23
  1. Mortgage demand dipped last week for the first time since June 2.
  2. US vehicle sales increased by 20.2% year-over-year in June.
  3. Card spending per household saw a 0.4% year-over-year decrease in the week ending July 1.

Daily Chartbook #209

1126 implied HN points • 02 Jun 23
  1. Real estate investors are facing challenges with significant drops in investor home purchases
  2. The number of problem banks has increased, leading to concerns about the banking sector
  3. Credit card delinquencies are rising and approaching levels seen during the 2008 financial crisis

Daily Chartbook #208

1126 implied HN points • 01 Jun 23
  1. Mortgage demand is decreasing due to the rising contract rate on 30-year fixed mortgages.
  2. Rent prices are on the rise, both monthly and yearly.
  3. Banks are lending less money compared to property value in commercial mortgages.

Daily Chartbook #219

1074 implied HN points • 16 Jun 23
  1. Global financial conditions suggest continued easing.
  2. Jobless claims remain at high levels.
  3. Retail sales saw unexpected increases in certain sectors.

Daily Chartbook #195

1205 implied HN points • 04 May 23
  1. OPEC's production declined ahead of announced May cuts.
  2. Biden administration drained Strategic Petroleum Reserves with largest drop since December.
  3. US petroleum inventories rose, impacting pricing environment.

Daily Chartbook #200

1152 implied HN points • 19 May 23
  1. Existing home sales are down, with a 3.4% drop in April.
  2. The median sales price of existing homes in the US has decreased by 1.7% over the last year.
  3. Global GDP growth forecasts show growth for most major economies except the UK.

Daily Chartbook #182

1257 implied HN points • 15 Apr 23
  1. Banks reduced their borrowings from two Federal Reserve backstop lending facilities for a fourth straight week.
  2. The U.S. office vacancy rate is at an all-time high due to remote-work arrangements.
  3. Wage growth for highest-earning quartile is at a record high, while lowest-earning quartile remains strong.
  4. Retail sales fell more than expected in March, with the lowest annual rise since June 2020.

Daily Chartbook #183

1231 implied HN points • 18 Apr 23
  1. The NAHB Housing Market Index shows increased homebuilder confidence due to lack of existing supply.
  2. Commercial Real Estate debt is lower compared to the past, indicating it's not as big of a problem as in previous years.
  3. Global supply chain volatility is decreasing, suggesting stabilization in vendor order books.

Daily Chartbook #184

1205 implied HN points • 19 Apr 23
  1. Housing starts and building permits numbers for March were impacted by financial stability concerns and mortgage rate fluctuations.
  2. There are almost 1.7 million units currently under construction, nearing the all-time record set in October 2022.
  3. Recent significant moves in agricultural commodities suggest that food prices may increase from their current levels.

Daily Chartbook #189

1179 implied HN points • 26 Apr 23
  1. S&P CoreLogic home price index rose unexpectedly in February, slowest growth since 2012
  2. February FHFA House Price Index had a strong increase, second consecutive monthly gain
  3. March new home sales had a significant increase, strongest month since August 2022

Price Drop!

655 implied HN points • 29 Oct 23
  1. Prices were reduced for subscriptions to Daily Chartbook.
  2. Launch promo offers an additional 10% off the reduced annual rate.
  3. Subscription includes 3 months of Koyfin Plus and 20% off Koyfin plans if you subscribe by November 30.

Daily Chartbook #185

1179 implied HN points • 20 Apr 23
  1. US petroleum inventories saw a decrease last week, with a noticeable action in crude stocks.
  2. Strategic Petroleum Reserves experienced a third consecutive weekly drain.
  3. US mortgage rates increased significantly last week, impacting demand for home purchases.

Daily Chartbook #194 [UPDATED]

1126 implied HN points • 03 May 23
  1. Fed sentiment indicators show less hawkishness recently.
  2. Job openings dropped significantly in March, signaling a slowdown in labor demand.
  3. Despite job openings dropping, wage inflation may take several quarters to be impacted.

Daily Chartbook #187

1152 implied HN points • 22 Apr 23
  1. Bankruptcies among private companies have increased significantly since the pandemic peak in June 2020.
  2. Bank lending standards are expected to tighten even further.
  3. The cost of insuring U.S. debt has reached record highs due to the heated debt-ceiling debate.

Daily Chartbook #180

1179 implied HN points • 13 Apr 23
  1. US petroleum inventories saw a rise due to 'other' liquids
  2. US Strategic Petroleum Reserve levels hit lowest since 1983
  3. Mortgage demand shows signs of improvement in housing market

Daily Chartbook #186

1152 implied HN points • 21 Apr 23
  1. Global net refining capacity set to increase at fastest pace in 45 years in 2023-24
  2. US oil refining margins have fallen but still above historical levels
  3. Existing home sales down around 22% YoY with largest decline in median selling price since 2012

Daily Chartbook #172

1205 implied HN points • 31 Mar 23
  1. Tender rejections have reached all-time lows.
  2. There are concerns about the ongoing banking crisis affecting GDP.
  3. Final Q4 GDP growth estimates showed downward revisions in exports and consumer spending.

Daily Chartbook #173

1179 implied HN points • 01 Apr 23
  1. Unemployment estimates may not fully reflect the slowdown in the labor market
  2. Aging population has influenced the post-pandemic labor force participation drop
  3. Inflation measurements like PCE and Core PCE show signs of sticky inflation, potentially leading to future rate hikes

Daily Chartbook #190

1100 implied HN points • 27 Apr 23
  1. US petroleum inventories showed a bullish draw but with a build in other products
  2. The Biden administration drew down from the Strategic Petroleum Reserves for the 4th week in a row
  3. US merchandise trade deficit narrowed in March with goods exports up and imports down

Daily Chartbook #181

1100 implied HN points • 14 Apr 23
  1. Oil prices impacting US inflation predictions
  2. Unusual movement in crude oil futures and its potential impact on CPI reports
  3. Significant drop in truckload spot rates since the start of the year

Reminder: Pledge Your Support

602 implied HN points • 25 Oct 23
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Daily Chartbook #178

1048 implied HN points • 11 Apr 23
  1. Trucking industry conditions are challenging
  2. Unemployment rate slightly increased in March
  3. US added 236k jobs in March, slightly below expectations

Daily Chartbook #353

419 implied HN points • 04 Jan 24
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Daily Chartbook #175

969 implied HN points • 05 Apr 23
  1. Oil prices jumped by 6.6%, the largest spike since last year's Russian invasion of Ukraine.
  2. Implied distribution of oil prices is moving up, indicating more tail risk in future prices.
  3. Gasoline prices have been trending higher this year, increasing from around $3.10 to $3.50 per gallon.

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 #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 #191

890 implied HN points • 28 Apr 23
  1. Pending home sales decreased, dragging down year-over-year sales.
  2. Rent prices rose for the third consecutive month.
  3. Year-over-year rent growth is slowing down, now at 1.7 percent.

Daily Chartbook #174

943 implied HN points • 04 Apr 23
  1. OPEC+ announced a surprise cut in production
  2. Oil positioning has been bearish which may support further gains
  3. There are concerns about credit investor including recession, inflation, and bank stress

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
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Daily Chartbook #177

917 implied HN points • 07 Apr 23
  1. Global supply chain pressures decreased in March
  2. Financial stress indicators are normalizing but markets price deep US recession
  3. Credit crunch underway with a decrease in loan volumes after SVB incident

ICYMI: Price Drop!

471 implied HN points • 30 Oct 23
  1. Daily Chartbook subscription prices have been lowered.
  2. Take advantage of a launch promo for an additional discount.
  3. Subscribers can also get free Koyfin Plus and a discount on Koyfin plans through a partnership.

Daily Chartbook #387

288 implied HN points • 23 Feb 24
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  2. The post features 30 charts summarizing the day's events.
  3. Readers can access the Daily Chartbook newsletter and subscribe for more content.

Daily Chartbook #386

288 implied HN points • 22 Feb 24
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  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.

Daily Chartbook #399

262 implied HN points • 12 Mar 24
💰 Finance News
  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.