Charts & Chat - June 11, 2023

This week, Eric Boyce, CFA discusses:

1. Celebrate what's going right in the economy and the markets, but don't lose sight of what the data is telling us.

2. stocks are bring driven by 5-8 large cap technology stocks riding the AI wave

3. Fed likely to pause on rates this week

4. Rents in negative growth - new inventory likely to keep rents low, helping to reduce inflation

5. consumption up, but also credit card usage and delinquencies

6. job growth, but productivity negative - signs of future slowdown

7. commercial real estate stress on horizon

8. China near term growth issues