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Charts & Chat - Year End Analysis 2023

CEO Eric Boyce, CFA closes out the year with observations on: 1. Inflation and trends heading into 2024 2. Wages , Growth & Employment 3. Interest burden on government spending 4. Credit quality - consumer and commercial 5. Refinancing risk for commercial real estate 6. slowing consumer spending 7. Home sales and prices looking a little better with lower mtge rates 8. Low Volatility, valuations - stocks priced for goldilocks scenario 9. Stock price breadth improving even if earnings moderate 10. Small caps, value poised to do better in 2024 11. Bond yields expected to fall - providing better returns in 2024...most crowded trade in investments, however...



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