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

In our July Market Update we cover:

1:15 Leading Economic Index (LEI) 

2:56 US Yield Curve 

7:02 Empire Manufacturing / NY FED 

8:58 Manufacturing Business Outlook survey 

9:54 Price of Bread 

10:47 Inflation 

14:12 FED Diffusion Index: Business Conditions & Activity 

15:09 Yield Curve Inversion 

16:32 Risk Measures Credit Default Swaps 

17:51 Risk Measures Bond Spreads 

19:30 Risk Measures Reverse Repo 

22:26 Market Valuation 

23:33 Company Revenues 

27:03 Dollar Theme 

Q+A: 

28:28 Do you think the Feds will raise rates again?

 

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The Willow Team
+1 413 236 2980