Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
This month’s topics include:
- The Q1 earnings season proved stronger than expected. Profit margins have stabilized, therefore, economic growth could drive corporate performance for the rest of 2023.
- The economy has continued to expand but consumer confidence has shown some cracks of late, which we need to monitor.
- Market performance has been bifurcated. Large Growth companies have performed well while small Value companies have not. We’ll explain the divergence and what we’re watching.
