Charts & Chat - September 25, 2023

This week, Eric Boyce, CFA discusses: 1. the timing of the lagged effect of monetary tightening 2. Interest rates are rising again, but the yield curve is steepening 3. Lots of compelling reasons to expect an economic soft landing; however, risks remain and some data like the Leading Economic Indicators still would support recession 4. Trend data and correlations do forecast economic slowdown 5. earnings and economic forecasts can be volatile, but recent trends have been positive