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 #340

183 implied HN points • 12 Dec 23
  1. Daily Chartbook #340 provides a daily summary in 30 charts
  2. The post is for paid subscribers only
  3. To access the content, users can subscribe to Daily Chartbook

Daily Chartbook #91

550 implied HN points • 24 Nov 22
  1. US petroleum inventory rose, impacting crude stocks and road fuels.
  2. Mortgage rates dropped to a two-month low.
  3. New home sales showed an unexpected jump, but concerns rose about sustaining prices.

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 #100

497 implied HN points • 09 Dec 22
  1. WTI crude at $72/barrel is unchanged from a year ago, which is good for US inflation but could indicate a looming recession.
  2. Retail inventories show motor vehicles are still below pre-pandemic levels due to chip shortages.
  3. A drop in retail sales excluding autos is forecasted based on BAC card data, indicating a 0.6% m/m decrease in November.

Daily Chartbook #93

497 implied HN points • 30 Nov 22
  1. Contango is back in the market, with consumers paying a premium on longer-dated oil contracts.
  2. Home prices are experiencing declines, with the Case-Shiller 20-city composite index falling for the third straight month.
  3. The Fed talks about not cutting rates, but traders are still pricing in more than two rate cuts by the end of 2023.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Daily Chartbook #92

497 implied HN points • 29 Nov 22
  1. Crude oil prices fluctuating around $75 mark.
  2. Divergence between energy stocks and crude oil prices.
  3. China mobility data indicators deteriorating.

Daily Chartbook #341

157 implied HN points • 13 Dec 23
  1. The post is for paid subscribers only.
  2. There are 30 charts to catch up on the day.
  3. You can subscribe to Daily Chartbook for access.

Daily Chartbook #94

471 implied HN points • 01 Dec 22
  1. US petroleum inventory had a significant drop last week.
  2. Pending home sales continue to decline, reaching the lowest levels since a decade ago.
  3. Rent prices in the US fell for the third straight month while the cost of affording a home is at a record high.

Daily Chartbook #99

445 implied HN points • 08 Dec 22
  1. US petroleum inventory saw a build due to heavy refined product inflows.
  2. The US Strategic Petroleum Reserve hits lowest level since 1984.
  3. Low open interest in Brent and WTI futures due to supply and demand uncertainties.

Daily Chartbook #98

445 implied HN points • 07 Dec 22
  1. The world is adding a lot of renewable power in the next 5 years.
  2. There has been a significant reduction in US crude oil supply.
  3. Gasoline prices in the US have not increased weekly since early November.

Daily Chartbook #96

419 implied HN points • 03 Dec 22
  1. Global food prices fell for an eighth month in November
  2. November saw hotter nonfarm payrolls with a significant increase from estimates
  3. Average hourly earnings showed a significant increase in November, posing a potential problem for the Fed

Daily Chartbook #88

419 implied HN points • 19 Nov 22
  1. Deflationary pain may be on the horizon due to weak bond market performance
  2. Existing home sales in the US have dropped significantly compared to last year
  3. Affording homes is becoming a challenge as prices increase and wages stay steady

Daily Chartbook #374

104 implied HN points • 03 Feb 24
  1. The Daily Chartbook provides a daily summary through 30 charts.
  2. The content is for paid subscribers only.
  3. To access, subscribe on the official website or sign in if already a paid subscriber.

Daily Chartbook #52

393 implied HN points • 30 Sep 22
  1. Strategic Petroleum Reserves may fall below critical levels by the end of 2023
  2. Inflation-adjusted home prices continue to decline, especially on a price-to-rent basis
  3. Average rate on a 30-year mortgage has spiked to 6.70%, the highest since July 2007

Daily Chartbook #51

340 implied HN points • 29 Sep 22
  1. US petroleum inventory levels updated weekly
  2. Significant decline in the US Strategic Petroleum Reserve
  3. Expectations of production cuts by OPEC+ for oil price sustainability

Daily Chartbook #54

314 implied HN points • 04 Oct 22
  1. OPEC+ is expected to cut production by around 1 million barrels per day
  2. Global central banks have reduced balance sheets by $3.1 trillion in the past 7 months
  3. Goldman Sachs predicts multiple rate hikes in 2023, possibly reaching a funds rate of 5.75-6%

Daily Chartbook #53

288 implied HN points • 01 Oct 22
  1. US asset classes like stocks and housing are currently at historically high valuations.
  2. A drop in year-over-year home prices could indicate higher unemployment in the future.
  3. Global PMI survey data for July and August shows a mix of contraction and expansion in global output.

Daily Chartbook #25

157 implied HN points • 23 Aug 22
  1. Demand for green materials could exceed supply by 2030 in large markets.
  2. Natural gas prices in Europe are at all-time highs as Russia halts Nord Stream flows.
  3. Russian gas flows to Europe are below normal range, impacting EU gas storage.

Daily Chartbook #26

131 implied HN points • 24 Aug 22
  1. German electricity costs have surpassed the equivalent of $1,000 per barrel.
  2. US natural gas prices rose above $10 per million British thermal units for the first time since 2008.
  3. US new home sales fell 12.6% in July with a median sales price of $439,400.

DC Glossary

26 implied HN points • 31 Jan 24
  1. The post is about a DC Glossary with various financial terms
  2. Includes terms like 0DTE options, Arms Index, and Taylor Rule
  3. Useful for understanding economic indicators and market trends

Daily Chartbook #23

104 implied HN points • 19 Aug 22
  1. OPEC+ production and capacity falling short for meeting quotas
  2. Existing home sales dropped in July, marking a 6-month decline
  3. Home inventories are rising, with existing inventory up year-over-year

Daily Chartbook #24

78 implied HN points • 20 Aug 22
  1. Oil stocks are low, expect higher gas prices
  2. Lower-priced homes affected by inflation and mortgage rates
  3. Growth in median home prices outpaces S&P 500 gains