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Weekly Commentary | August 13, 2023
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Weekly Commentary | August 13, 2023

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Yield Hunting
Aug 14, 2023
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Yield Hunting
Yield Hunting
Weekly Commentary | August 13, 2023
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Summary

  • Equities slightly lower as investors digest conflicting inflation data and bond yields reach 4.12%.

  • CPI rises to +3.2% y.y., but core inflation excluding shelter remains in pre-pandemic range.

  • Homeowners spending record 40% of gross income on mortgage, raising concerns about consumer debt and future purchases.

Macro Picture

Equities were slightly low…

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