Charts & Chat - January 14, 2024

This week, CEO Eric Boyce discusses:

1. recent inflation data, implications, risks of higher shipping costs

2. update on wages, rents

3. growth outlook and risk of recession heading into 2024

4. personal credit update

5. commercial lending tighter, rise of the non-bank

6. business sentiment weaker, but financial condition looks better

7. commodity (lumbar) cost relief; domestic oil production higher

8. equity optimism high, what that means for expected returns.

9. higher equity margins and earnings expected