July 17, 2023
Strategy Newsletter – 3rd 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:
- Positive economic surprises keep pushing recession calls further into the future.
- A concentrated market leads to technology outperforming while earnings flatten out.
- Savers now earn a positive real return.
- Loan delinquencies start to turn higher in real estate, which may bring opportunities.