Market Update + Q&A for August 2023
See below for our August 2023 Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (August 2023):
In our August Market Update we cover:
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01:27 Leading Economic Index (LEI) 3:11 Leading Economic Index Components 5:43 US Yield Curve 9:20 Yield Curve Inversions 9:50 Global Credit 10:06 New York Fed – Empire Manufacturing Survey 10:32 Philadelphia Fed: Manufacturing Business Outlook 11:10 Philadelphia Fed: Non Manufacturing Business Outlook 11:33 Consumer Sentiment 12:06 Inflation 12:22 Price Data – Energy 16:46 Savings Rate 18:02 Housing 19:20 Government Assistance 20:02 Risk Measures: Bank Term Funding Program (BTFP) 22:39 Risk Measures: Money Market Flows 25:11 Risk Measures: Credit Default Swaps 26:21 Risk Measures: Bond Spreads 26:32 Risk Measures: Credit Default Swaps 30:15 Rise of BRICS 32:22 Markets – Valuation – Buffet Indicator 33:02 Markets – Valuation – PE Ratio 34:24 Markets – Breadth – S&P500 35:15 Markets – Breadth – NASDAQ
Q+A:Â 37:22 Q: Are residential REITS safe? 41:15 Q: Speculate on Bitcoin 43:06 Q: Tightening of Credit 44:27 Q: Russia and BRICS 45:00 Q: China’s Economy 47:21 Social Investing
01:27 Leading Economic Index (LEI) 3:11 Leading Economic Index Components 5:43 US Yield Curve 9:20 Yield Curve Inversions 9:50 Global Credit 10:06 New York Fed – Empire Manufacturing Survey 10:32 Philadelphia Fed: Manufacturing Business Outlook 11:10 Philadelphia Fed: Non Manufacturing Business Outlook 11:33 Consumer Sentiment 12:06 Inflation 12:22 Price Data – Energy 16:46 Savings Rate 18:02 Housing 19:20 Government Assistance 20:02 Risk Measures: Bank Term Funding Program (BTFP) 22:39 Risk Measures: Money Market Flows 25:11 Risk Measures: Credit Default Swaps 26:21 Risk Measures: Bond Spreads 26:32 Risk Measures: Credit Default Swaps 30:15 Rise of BRICS 32:22 Markets – Valuation – Buffet Indicator 33:02 Markets – Valuation – PE Ratio 34:24 Markets – Breadth – S&P500 35:15 Markets – Breadth – NASDAQ
Q+A:Â 37:22 Q: Are residential REITS safe? 41:15 Q: Speculate on Bitcoin 43:06 Q: Tightening of Credit 44:27 Q: Russia and BRICS 45:00 Q: China’s Economy 47:21 Social Investing
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