Charts & Chat - July 16, 2023

Eric Boyce • July 17, 2023


This week, CEO Eric Boyce, CFA discusses:

1. consumer and producer inflation continues to drop in a positive trend, but when will the Fed end its interest rate increases.

2. credit card delinquencies and bankruptcies are on the rise...amidst the positive economic data, keeping one eye on the cracks developing.

3. Shelter component of consumer inflation coming down - positive for CPI decline next few months.

4. short term interest rates finally above inflation; money supply growth turns positive

5. Stock valuations above 5-yr and 10-yr trends...outlook...?

6. Attractive international stock valuations relative to US


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