Staying Defensive - Q2 2023 Macro Update With Eric Basmajian (EPB Macro Research)
May 11, 2023•30 min•Ep. 53
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Episode description
EPB Macro Research Founder, and fan favorite, Eric Basmajian, is back for our quarterly look into the status of macroeconomic data. We dive into inflation numbers, US treasury yields, employment revisions, banks, real estate, and more.
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(00:36) - Inflation numbers are in!
(02:49) - How long will The Fed need to keep rates high?
(04:28) - Should you be fully invested right now
(06:41) - Was this last earnings season the “last good quarter”?
(09:40) - The overall guage for the market is…
(11:14) - Are we in a recession right now?
(14:16) - Employment number revisions. What are they signaling?
(18:47) - Are you still telling people to buy defensive stocks?
(21:55) - Real Estate & REITs
(26:24) - Commercial Real Estate - what’s coming?
Get Access To EPB Macro Research
(00:36) - Inflation numbers are in!
(02:49) - How long will The Fed need to keep rates high?
(04:28) - Should you be fully invested right now
(06:41) - Was this last earnings season the “last good quarter”?
(09:40) - The overall guage for the market is…
(11:14) - Are we in a recession right now?
(14:16) - Employment number revisions. What are they signaling?
(18:47) - Are you still telling people to buy defensive stocks?
(21:55) - Real Estate & REITs
(26:24) - Commercial Real Estate - what’s coming?
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