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Charts & Chat - May 20, 2024

This week, CEO Eric Boyce, CFA discusses: 1. recent inflation data at the producer and consumer level - analysis and implications 2. money supply growth negative - positive for disinflation over time 3. labor softening, consumers low on excess savings, increased credit card delinquency; yet, real wages remain high, providing continued spending power 4. manufacturing turning a slow corner 5. stocks back to near overbought; bond yields off interim peaks 6. strong foreign interest in US stocks/bonds (except for China)



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