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Charts & Chat - November 20, 2023


This week, CEO Eric Boyce, CFA discusses: 1. retail sales softening and industrial production trending down 2. regional Fed business surveys are mixed 3. government spending and deficits 4. decline in bank lending and rise in private credit 5. issues for small business 6. residential builder sentiment soft and historic rent versus buy gap 7. equity index concentration at record level; new risk on attitude in the market 6. China economic challenges

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