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:
- Real-time trackers of economic growth suggest that the consumer has remained resilient, despite stress on the banking sector.
- Recession is a risk but one that is widely anticipated and could prove more supportive to stocks than the “stagflationary” mix of 2022.
- For market valuations, earnings matter but interest rates potentially have an even greater impact.
