Charts & Chat - February 18, 2024

Eric Boyce • February 18, 2024

This week, CEO Eric Boyce, CFA discusses: 1. review of the most recent inflation report and what it means for interest rates 2. analysis of the retail sales data - don't get too focused on the monthly data; watch for more systemic trends 3. manufacturing remains in a soft patch - positive implications from productivity and spending in the next cycle could be strong 4. small business remains guarded - healthy stance 5. equity opportunity in dividend paying stocks and in international



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