Charts & Chat - July 23, 2023

This week, CEO Eric Boyce, CFA discusses: 1. current estimates for AI/tech capital spending, and what are the risks 2. the K-shaped economy visualized, the residential real estate market in the doldrums 3. inflation edging higher, complicated Fed decisions; flat CEO confidents and rising producer prices 4. contribution to equity market reruns, multiple compression, concentration risk, and risk of rising correlations to bond returns given higher interest rates 5. don't be scared of market highs, though, and 5th year bull market expansion returns are generally pretty good. 6. decomposition of yield changes, bond market selloff

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