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Charts & Chat - January 21, 2024

This week, CEO Eric Boyce, CFA discusses:

1. Beige Book, Retail Sales stronger - propped up by real wage growth

2. home builder sentiment, housing starts improving

3. manufacturing remains sluggish, per Philly Fed data

4. near term expectations high, perhaps too enthusiastic; longer term "retirement expectations" a bit more muted though

5. update on corporate, household financial health

6. power of long term compounding of returns illustrated, long term benefit of stocks versus cash

7 There is a LOT of cash on the sidelines; should help to support investment growth longer term.

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