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Charts & Chat - June 30, 2024

This week, CEO Eric Boyce, CFA discusses: 1. fiscal budget discussion and net interest burden heading into the summer political conventions 2. labor slowing, corporate profits remain high 3. economic surprise index stalling, high new home inventory, commercial starts at interim lows. 4. momentum trade still at work; international stocks have value 5. tight credit and high yield spreads would suggest increase in cooperate capital spending. volatility likely to increase heading into the election.



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