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:
- Inflation has moderated and is now no longer the chief concern for market participants.
- We believe the persistence of economic growth is more likely to be the driver from here and on that score, data has been encouraging.
- Valuations have expanded in the market rally. That is not abnormal, but the baton should be passed to earnings growth in order for the bull market to persist.
