This week, CEO Eric Boyce, CFA discusses:
1. Trade trends and the impact of the strong dollar and potential tariff polices
2. New business applications up; leading indicators remain subdued
3. Residential housing inventory is up, even if builder sentiment is still soft
4. Loan demand off, but lenders still are lending; commercial non-performing loans picking up
5. Investor liquidity at high point; international purchases of US assets also peaking - driving valuations higher
6. Fund flows are strong for both stocks and bonds; mutual funds running very low cash levels
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