Good morning and welcome to the Weekender for Saturday, April 14,2023. This Weekender provides a summary of our second quarter 2023 House View. The House View is a comprehensive analysis of investment markets looking through the rest of this year and into 2024.
Equity markets, as measured by the S&P 500, were higher by 0.79% last week. On the year, equities are higher by 7.8% since the beginning of the year. But valuations are very expensive compared to historical averages at 21.2 times earnings.
Click here to download the Weekender PDF File
Click here to download the Weekender PDF File