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Charts & Chat - October 16, 2023

This week, CEO Eric Boyce, CFA discusses the following charts: 1. the latest CPI inflation report, trends, rents, wages and food prices 2. cost of credit moving materially higher 3. impact of higher interest rates offset by higher earnings and growth estimates 4. older generations helping to support consumption 5. the evolution of private credit continues - trends and observations 6. equity risk premium very low right now - part of the reason of recent equity volatility 7. equity sentiment weak (contrarian indicator) - market may be short term sold


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