Charts & Chat - June 25, 2023
Eric Boyce • June 25, 2023
This week, CEO Eric Boyce, CFA discusses:
1. compelling data suggesting slowdown, despite improvement in optimism
2. Homebuilder optimism higher, even if sales, prices and inventory is down
3. commodity baskets moving in different directions
4. stocks stretched looking at bonds, valuations and concentrations
5. China CPI almost at deflationary levels - negative implications for global growth





