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Charts & Chat - September 1, 2024


This week, CEO Eric Boyce, CFA discusses:

1. equity breadth improving, momentum factors fading a bit stocks trading above moving averages

2. more volatility due to increased index option use

3. positive implications for the market following the first rate cut

4. look for better performance from cyclical sectors and value

5. some charts on the non-bank sector and provate credit from FS Investments

6. GDP revisions positive; favor increased consumer activity

7. trade, inventories impacted by retailers getting ready for holiday shopping

8. wages continuing to drop...implications.

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