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Charts & Chat - December 11, 2023


This week, CEO Eric Boyce, CFA discusses: 1. recent momentum in the market, some perspective on valuation and on the Magnificent 7 2. credit tightening, but private credit remains strong 3. payroll growth, wages moderating, strength in prime age working population. 4. modest economic growth expectations 4Q, thoughts on prospective rate cuts in 2024 5. spending, income, credit trends evolving 6. rents rolling over, constructions spending stronger, offset by continued manufacturing recession 7. gasoline, nat gas prices lower just in time for the new year...

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