Market Update + Q&A for September 2023
See below for our September 2023 Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (September 2023):
In our September Market Update we cover:
01.36 US Yield Curve
03:28 Household Income vs Rent
05:18 Household Net Worth
05:52 Case Shiller Index
09:12 Household Income vs Rent
09:16 Wage Growth
10:11 Non-housing Debt
11:19 Unemployment
13:05 CPI – Is Energy Turning
17:08 Retail Sales
17:40 Risk Measures Bank Term Funding Program (BTFP)
21:03 Risk Measures Money Market Flows
23:01 Corporate Profits
23:15 S&P 500
Q+A
27:51 Rising Interest Rate Environment
30:04 Money Market Funds – Worst Case Scenario
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The Willow Team
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