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

In our April Market Update we cover:

1:41 Yield Curve Inversion 2:24 Leading Economic Index (LEI) 3:37 Leading Economic Index (LEI) Growth Rate 5:50 FED Diffusion Index: Business Conditions & Activity 6:57 CDS Spread Averages 7:53 Industry Bond Spreads 9:13 Market vs Economic Cycles 12:29 Weakening Dollar 15:48 Inflation Data 19:38 Global GDP Growth 20:11 A multi-polar world – Regional Security Complexes 21:48 A multi-polar world – Eras of Globalization 22:57 A multi-polar world – Global Portfolio Asset Holdings Q&A: 23:24 Q: Currency 24:44 Q: Investing in disruptive technologies 26:06 Q: Refinancing and Investing 28:20 Q: Risk in Government Debt 29:33 Q: Have you tried ChatGPT? 30:00 Q: Thoughts on AI

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The Willow Team
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