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 #169

1755 implied HN points • 28 Mar 23
💰 Finance Banking Investing Market Trends Economy Stocks
  1. US banks have tightened lending standards in autos and credit cards this quarter.
  2. Probability of the economy entering a recession in the next 12 months is at 35%.
  3. Bank deposits in the banking sector have declined by almost $600bn since the Fed began to raise interest rates.

Daily Chartbook #170

1755 implied HN points • 29 Mar 23
💰 Finance Markets Economy Investing Stocks
  1. US home prices fell for the 7th straight month, lowest growth since Nov 2019
  2. Container traffic in US ports dropped compared to the same time last year
  3. February goods deficit increased with exports down by 3.8% and imports by 2.3%

Daily Chartbook #234

1310 implied HN points • 12 Jul 23
  1. Home prices are expected to grow by 4.5% in the next 12 months.
  2. Office investment is predicted to decrease by 30% by the end of 2024.
  3. Excess savings could turn into precautionary savings based on the labor market's condition.

Consumer Snapshot

183 implied HN points • 05 Feb 24
  1. The content is for paid subscribers only.
  2. 30 charts focusing on the US consumer are included.
  3. To view the post, one needs to subscribe to Daily Chartbook.

Daily Chartbook #236

1283 implied HN points • 14 Jul 23
  1. The median U.S. home-sale price increased by 1.5% from a year earlier, showing the first rise in nearly five months.
  2. A homebuyer with a $3,000 monthly budget can afford a $450,000 home with today's average rate, a decrease in purchasing power from earlier in the year.
  3. Higher-income households are becoming concerned about their ability to make minimum debt payments in the next three months.
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Daily Chartbook #241

1231 implied HN points • 21 Jul 23
  1. The typical U.S. home sold for $382,500, up 2.1% from a year ago.
  2. The total number of homes for sale is down 16%, the biggest decline in a year and a half.
  3. Existing home sales fell more than expected in June, with the median price at $410,200, the second highest ever.

Daily Chartbook #363

235 implied HN points • 19 Jan 24
  1. Daily Chartbook #363 shares 30 charts for the day
  2. The post is for paid subscribers only
  3. Sign in or subscribe to access the Daily Chartbook content

Daily Chartbook #350

314 implied HN points • 28 Dec 23
  1. Daily Chartbook #350 offers a comprehensive review of the day in 30 charts
  2. The post is for paid subscribers only
  3. Existing paid subscribers can sign in to access the content

Reminder: Pledge Your Support

602 implied HN points • 25 Oct 23
  1. Daily Chartbook will require a paid subscription starting November 1.
  2. Pledge support to continue receiving Daily Chartbook without interruption.
  3. For those not convinced, there is a free newsletter called DC Lite available.

Daily Chartbook #349

314 implied HN points • 27 Dec 23
  1. Daily Chartbook #349 provides 30 charts for catching up on the day.
  2. The post is for paid subscribers only.
  3. Subscription options are available for accessing more content.

Daily Chartbook #235

1231 implied HN points • 13 Jul 23
  1. Mortgage rates are at a 7.07%, surpassing 7% for the first time since 2002.
  2. Mortgage applications increased by 0.9% despite the rise in rates.
  3. The U.S. rental market is slowing, but the median asking rent is still close to its record high.

Daily Chartbook #367

209 implied HN points • 25 Jan 24
  1. Daily Chartbook #367 is available for paid subscribers on Jan 25, 2024.
  2. Catch up on the day with 30 charts in the Daily Chartbook.
  3. Subscribers can access the Daily Chartbook and its content.

Daily Chartbook #237

1205 implied HN points • 15 Jul 23
  1. US tax receipts tumbling indicates a deep recession
  2. Import prices falling significantly, biggest decline since 2020
  3. National office vacancy rate expected to rise while market rents trend lower

Daily Chartbook #366

209 implied HN points • 24 Jan 24
  1. Daily Chartbook provides 30 charts to catch up on the day's news.
  2. A subscription is required to access the content.
  3. Subscribers can sign in to view the post.

Daily Chartbook #230

1257 implied HN points • 06 Jul 23
  1. Logistics Managers Index reached all-time low
  2. Financial conditions eased due to higher equity prices
  3. Labor shortages mentioned less during company earnings calls

Daily Chartbook #372

183 implied HN points • 01 Feb 24
  1. Daily Chartbook #372 provides 30 charts to catch up on the day.
  2. The post is for paid subscribers only.
  3. There is an option to subscribe for access to Daily Chartbook content.

Daily Chartbook #171

1572 implied HN points • 30 Mar 23
💰 Finance Markets Investments Economy Stocks
  1. US petroleum inventory in the past week had a significant draw.
  2. Mortgage demand is up with rates on 30Y fixed rate mortgages falling.
  3. The spread between mortgage rates and treasury yields is at a record wide gap.

Daily Chartbook #168

1572 implied HN points • 25 Mar 23
💰 Finance Markets Investing Economy Stocks Bonds
  1. The Biden administration planned to refill the Strategic Petroleum Reserves at lower oil prices but hasn't yet.
  2. For-hire truck tonnage has been increasing consistently for the last three months.
  3. There is concern over a foreign central bank maxing out the FIMA repo, not covered by FX swap lines.

Daily Chartbook #378

157 implied HN points • 09 Feb 24
  1. This post is for paid subscribers only
  2. Catch up on the day with 30 charts
  3. Daily Chartbook #378 on Feb 9, 2024

Daily Chartbook #246

1074 implied HN points • 28 Jul 23
  1. The typical U.S. home price rose 2.6% from last year.
  2. Active listings dropped by 16.9% from a year ago.
  3. U.S. rents are 0.7% lower than a year ago, the biggest decline since January 2021.

Daily Chartbook #240

1126 implied HN points • 20 Jul 23
  1. Housing starts were slightly better than expected but building permits weaker.
  2. Single-family building permits rose, indicating a temporary drop in starts.
  3. Total distressed corporate debt exceeds $590 billion.

Daily Chartbook #370

183 implied HN points • 30 Jan 24
  1. Daily Chartbook #370 offers 30 charts to catch up on the day
  2. This post is for paid subscribers only
  3. To access the content, subscribe or sign in as a paid member

Daily Chatbook #207

1467 implied HN points • 31 May 23
💰 Finance Market Analysis Investment Trends Economic outlook
  1. Case-Shiller Home Prices for March showed a slight decline year-over-year but beat estimates.
  2. FHFA House Prices in March saw a monthly increase exceeding expectations for three consecutive months.
  3. Debt ceiling deal reached only addresses a portion of the projected budget deficits over the next decade.

Daily Chartbook #188

1519 implied HN points • 25 Apr 23
💰 Finance Economy Investing Markets Stocks Analysis
  1. US economic activity was below trend in March but recession risk is low
  2. Forecast predicts technical recession for Q3-Q4
  3. Dallas Fed manufacturing saw a significant plunge in the headline index, marking 12 consecutive months of contraction

Daily Chartbook #216

1336 implied HN points • 13 Jun 23
  1. Trucking spot rates lower than 2019, not a relief for struggling carriers
  2. Companies holding $200 billion of excess inventory
  3. Bank lending standards tight, lending volumes down

Daily Chartbook #375

157 implied HN points • 06 Feb 24
  1. The post is for paid subscribers only.
  2. Daily Chartbook provides a daily summary in 30 charts.
  3. There is an option to subscribe for more content.

Daily Chartbook #383

131 implied HN points • 16 Feb 24
📰 News Charts Subscription
  1. Daily Chartbook provides a collection of 30 charts summarizing the day's events.
  2. The Daily Chartbook post is for paid subscribers only, with an option to subscribe or sign in.
  3. The content includes a mix of charts and insights, accessible through subscription.

Daily Chartbook #227

1205 implied HN points • 29 Jun 23
  1. Mortgage applications increased for the 3rd consecutive week despite rising rates.
  2. Freight rates from China to the US coasts are close to their April lows.
  3. The US trade balance showed improvements with a smaller goods deficit compared to estimates.

Daily Chartbook #223

1231 implied HN points • 23 Jun 23
  1. Existing home sales rose in May for the first time since February.
  2. The median selling price of homes has decreased by 3.1% from a year ago.
  3. Monthly mortgage payments have doubled since the beginning of last year, potentially impacting the housing market.

Daily Chartbook #368

183 implied HN points • 26 Jan 24
  1. Daily Chartbook #368 provides a summary of the day in 30 charts.
  2. To access the full post and subscribe, you need to be a paid subscriber.
  3. Links are available for sharing the post on different platforms.

Daily Chartbook #221

1231 implied HN points • 21 Jun 23
  1. The US Housing Market Index rose steadily due to low existing inventory.
  2. Homebuilder sentiment rebounded swiftly over six months, similar to the period post-COVID.
  3. Housing starts and building permits showed significant increases in May.

Daily Chartbook #213

1310 implied HN points • 08 Jun 23
  1. Mortgage demand is slightly down, but the decrease is not as sharp as before.
  2. Cash buyers in U.S. real estate are increasing, with one-third of purchases being made in cash.
  3. Global GDP growth is projected to be 2.7% in 2023, the lowest rate since the global financial crisis.

Daily Chartbook #214

1283 implied HN points • 09 Jun 23
  1. Some global sectors have pricing power to hike prices, while others are struggling with demand.
  2. Morgan Stanley's cycle indicator suggests the expansion from pandemic lows is nearing completion.
  3. 'True financial conditions' index shows alarming tightness, reminiscent of the 2008 credit crisis.

Daily Chartbook #355

235 implied HN points • 06 Jan 24
  1. Daily Chartbook provides a daily summary in 30 charts
  2. The post is for paid subscribers only
  3. To access the content, users need to subscribe or sign in if already a paid subscriber

Daily Chartbook #212

1283 implied HN points • 07 Jun 23
  1. Logistics manager index hits all-time low with no signs of improvement in freight market
  2. Demand for cardboard has fallen similar to past recessions
  3. Corporate fundamentals deteriorate with declining interest coverage and increasing leverage

Daily Chartbook #229

1126 implied HN points • 01 Jul 23
  1. CFO optimism shifted slightly lower this quarter
  2. Corporate profits fell for the third consecutive quarter
  3. Headline PCE rose by 0.1% to 3.8% YoY

Daily Chartbook #373

157 implied HN points • 02 Feb 24
  1. Daily Chartbook #373 provides insights through 30 charts
  2. The post is for paid subscribers only
  3. Subscription allows access to Daily Chartbook content