Strategy Newsletter – 4th 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.
- Stocks took a breather after three prior positive quarters.
- What happens as we near the end of an interest rate hiking cycle?
- Higher mortgage rates are catching up to real estate.