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Charts & Chat - March 3, 2024

This week, CEO Eric Boyce discusses: 1. PCE data in line, "super core" inflation ran hotter last month, trend is down but will take time. January data can be noisy 2. personal income moving higher, but interest as percent of expenditures also going up 3. Housing is improving, price growth once again is positive 4. Leading indicators still negative, but less so - shaping up for potential soft landing scenario 5. stock market confidence is high, prices relative to moving averages are stretched, potentially setting up modest market pullback 6. credit spreads are really tight for low rated bonds, meaning there is high confidence in credit quality...



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