Today's topics include 2023 was the year of wrong predictions, was China the "most wrong" prediction of 2023?, can the Fed navigate a soft landing?, issues with data quality continue to loom over decision making, RBC expects economic downturn in U.S., where are equity valuations ending 2023?, 60/40 portfolio comeback?, tracking 0DTE volume into 2024, and the rich got richer in 2023
A long-term look at American economic contractions
A Long-Term Look at Explusions at the US Border
A long-term look at retirement assets
A long-term look at crude & gas prices
A long-term look at the U.S. unemployment rate
A long-term look at interest rates
Today's topics include bonds' record 2-month rally, hopes for a soft landing repeat of the 1990s, the difficulty in forecasting inflation, the Mag Seven & stock market concentration, when do lower mortgage rates entice sellers?, gasoline demand, and an eye on food inflation