7/18/2023 – The Mid-Year Economic & Financial Markets Outlook webinar, presented by Anthony Valeri, Director of Investment Management, recaps the first half of 2023 and discusses the outlook for the second half of 2023.

_________________________Timestamps:_________________
00:00:00- Intros and Overviews
00:00:27- U.S. Economic Surprise Index
00:01:27- Inflation Decelerating
00:02:23- Change in Monthly Payrolls
00:03:05- Weekly Jobless Claims
00:04:38- Two Different Pictures of the Economy
00:05:30- Recession Delayed Not Averted?
00:06:25- Yield Curve Remains Deeply Inverted
00:07:13- Investment Performance 1H23
00:07:55- S&P 500 Sector Performance 1H23
00:08:28- Nasdaq Outperformance Near Extreme
00:09:37- Annual Market Cap Return vs. Equal-Weighted Return
00:10:52- Stock Market Strength Only Recently Broadened
00:11:39- Concentration Risk is Back
00:12:23- Equity Market Valuations
00:13:36- Treasury Yield at Upper End Range
00:14:27- Bond Market Performance After Last Rate Hike
00:15:35- Average High-Yield Bond Spread
00:16:10- Why Buy Intermediate Bonds When Short-term Bonds Yield More?
00:17:40- Q&A | What does a recession mean for an investor?
00:19:03- Q&A | What can you do to prepare for a recession?
00:20:03- Q&A | Which sectors will perform well over the next decade?
00:21:00- Q&A | What are your thoughts about purchasing precious metals?
00:22:10- Q&A | When can we expect interest rates to fall?
00:24:15- Q&A | What economic trends can be anticipated surrounding the next election?
00:25:46- Q&A | Do you have any investment advice for an 18-year-old?
00:27:25- Q&A | What is your take on a potential credit crisis?

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