Weekly Chart Review

Earnings Cast a Dim Light on the US Consumer

In this week’s newsletter, we will:

• Review key data releases and newsworthy earnings from last week.

• Get some interesting observations on the current health of the US consumer.

• Take a look at the potential for rate cuts this year.

• Pinpoint some key levels for adding/reducing exposure equity/bond markets.

• Asset Class Review - Where are we finding value now.

• S&P 500 Fair Value Model