Market Update & Q&A Video Summary (March 2023):

In our March 2023 Market Update we cover:

1:19 The Things that keep us up – 2021 to Today 2023
8:44 Leading Economic Indicator
9:59 Consumer Confidence
10:48 Puzzling – High Inflation vs Spending
12:20 Autos – New Car Payments
12:50 Sub Prime
13:40 Average Price Data
14:51 Energy Prices
16:27 Retail Sales
17:24 Inflation
17:45 Corporate Profits
18:30 Debt – US
19:16 Debt – Global
20:30 Deglobalization
12:14 DE to EM Investment
22:07 Freedom Index
22:54 Regulation

Q&A Section

24:26 What to you think about Corporate Profits going into end of 2023 and into 2024?
26:36 Would investment funds be affected by higher transportation rates?
27:43 Because of the war, AG sector with fertilizer and cash crop disruption?
34:00 Take Away

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Best regards,

The Willow Team
+1 413 236 2980