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Charts & Chat September 18, 2023

This week, Eric Boyce, CFA discusses: 1. Various Business surveys suggest weaker economy, labor market ahead 2. Impact of student loan debt repayment, potential government shutdown, and UAW auto sector strike 3. outlook for retail sales 4. outlook for owner's equivalent rent (OER) on inflation 5. higher energy prices and demand expected, along with higher gasoline prices 6. home prices moving higher again; share of home sales from new builds increasing 7. expected future economic growth and equity returns next 10 years not as high as last 10 years.


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