Summary
We wish all our clients and friends a wonderful summer! Below we provide our outlook for the balance of the year and a review of markets in the 2nd quarter of 2023.
GOOD NEWS: We are pleased to report very positive equities returns and the most attractive investment grade bond yields in over 15 years. Inflation fell to 3% in June 2023 after peaking at 9% in June 2022, and forward earnings estimates have stopped falling and are now rising. It’s too early for the Fed to declare “mission accomplished” on inflation, but it’s not too early for investors to anticipate it
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