This week, CEO Eric Boyce, CFA discusses:
1. potential trade implications of the Trump 2.0 administration
2. recent inflation reports reflect sticky inflation influenced by a handful of components, overall trend remains down, however.
3. real wage growth positive, delinquencies picking up tho
4. US dollar accelerating; commodity prices are a mixed bag; oil, gasoline stocks are low
5. risk asset valuations & expectations are high, yet volatility remains low - some near term risk there...
6. significant opportunity in small cap and international stocks - just needs a catalyst
7. short term interest rates expected to drop 0.5% next 12 months; overall rates moving higher & reversing earlier 2024 trends
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