Charts & Chat - December 4, 2023

This week, CEO Eric Boyce, CFA discusses: 1. comments on the upside GDP revision 2. Fed's Beige Book activity weakens again this month 3. consumption lower; confidence index off the trough, however. 4. savings going down, some delinquencies on the rise 5. freight markets looking healthier 6. stock markets looking better; momentum trades are on 7. bond yields off 8. emerging markets remain cheap