Market Update - July 2023

Market Perspective

Jul 14

This on-demand Market Update episode covers key topics shaping markets and the economy. We start by examining interest rates and consumer sentiment. Then we delve into US spending, the debt ceiling, and market performance in Q2.

The video contains several entry points by topic for those interested in jumping to the cut. Otherwise, start at the beginning for a comprehensive update.

Market Update July Version
(minutes: seconds ... chapters)

0:10 … Predicting Interest Rates

0:39 … Consumer Sentiment

2:18 … Rates of Savings

3:08 … US Spending & Interest

3:58 … Debt Ceiling

4:41 … Treasury Rates & Yield Curve

6:14 … Market Performance Q2

6:32 … Narrow Leadership - S&P

7:32 … Pendulum Position

8:09 … Regulatory