Strategy Newsletter – 2nd Quarter 2023
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- The debt ceiling, dollar reserve status, and bank deposit flight are all on the minds of investors.
- Earnings expectations turned negative while certain pockets look attractive for the long-term.
- Bonds have done well recently despite the Fed’s continued rate hikes.
- Commercial real estate concerns come into focus.