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Charts & Chat - February 4, 2024

This week, CEO Eric Boyce discusses: 1. Short term interest rate estimates are changing every week...forecasts suggest rate decreases come later in 2024 2. Payroll strength, hourly earnings nose higher, productivity helping to keep unit labors cost growth low 3. manufacturing recession may be near an end... 4. construction spending in residential positive 5. near term PCE inflation trends near Fed target on annualized basis 6. home prices higher, mortgage rates moving lower 7. equity risk premium low - potential volatility ahead, yet equities best hedge for inflation 8. China data remains sluggish - government censoring bad data



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