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Charts & Chat - June 4, 2023

This week, CEO Eric Boyce, CFA discusses: 1. latest jobs update - average earnings, labor participation, small firms still growing labor while large firms trimming 2. home price affordability update, impact on resumption of student loan repayment on consumption 3. small company defaults rising, loan costs rising, loan demand dropping 4. ISM manufacturing update -weakness new orders and backlog 5. narrow stock market leadership, retail flows are chasing returns. 6. quality, value tend to lead after fed rate tightening ends & when growth peaks relative to value


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