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Economic Analysis

House View – Second Quarter: April 14, 2023

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.

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