top of page

Charts & Chat - October 2, 2023

This week, Eric Boyce, CFA discusses: 1. background on government shutdowns (although we seem to avoided this one!) 2. probability of recession dropping, CFO confidence rising 3. money supply/rents dropping - should help lower inflation 4. gasoline prices, healthcare moving the other direction, though 5. discussion of core PCE - trailing 3 month annual rate is ~2% 6. equities priced below 5 year average and near the 10 year average; international stocks priced very cheap relative to US 7. immigrants and visas picking up - helps stabilize labor market.


21 views0 comments

Recent Posts

See All

Comments


bottom of page