We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
Review and Preview
This week’s Economic Weekly is a short one, reviewing data and events before Thanksgiving and looking forward to a data-heavy next week. If there is anything revelatory in the Fed minutes later this afternoon, we’ll cover it separately. Bear in mind, though, almost all of the information in last week’s 2023 FOMC preview was from comments made after the last Fed meeting, meaning it was newer news than anything in today’s minutes.
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