Charts & Chat - March 24, 2024

Eric Boyce • March 25, 2024

This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's rising 3. manufacturing looking better, service sector stable, leading indicators now positive! 4. real wages remain high, observed rents still witnessing negative growth 5. investment risk appetite high, stocks extended - may be time for modest pullback? Bond spreads getting tighter... 6. Increasing household allocation to equities, as well as money market balances.



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