This week, CEO Eric Boyce discusses: 1. Things on our mind heading into the new year... 2. risk of cost increases from the Gaza conflict fallout, although logistics costs overall much lower than during the supply chain crunch 3. Strong Growth in Texas v. US Growth 4. Dallas Fed Research - fixed investment (non-residential and residential investment) are much more important recession indicators than consumer spending... 5. Manufacturing still soft; labor market remains strong but decelerating 6. apartment rents dropping, energy costs remain muted 7. International markets are HISTORICALLY cheap relative to US 8. Playing investment themes will be more important in 2024 than just playing the indexes.
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