Recapping 2023 and Looking Ahead to 2024

As we head into Christmas, we’ll discuss whether or not we’ve already seen our Santa Claus rally. We’ll then dive into core CPE numbers and take our weekly look at inflation. Finally, we’ll review the biggest narratives of 2023 before looking ahead to what we hope will be a big 2024 as we explain our pragmatic stance on being long-term bullish.

Key Takeaways

• [02:05] - Have we already had our Santa Claus Rally?
• [06:50] - Checking in on core CPE and inflation 
• [10:01] - Looking ahead to 24 
• [13:31] - What was the broad-market narrative of 2023?
• [17:21] - The bright side of thinking from a contrarian perspective

Links

• Six-month core PCE is at 1.87 percent, under the Federal Reserve's 2 percent target
• Consumer sentiment up, inflation expectations down
• Jurrien Timmer’s outlook for 2024
• REIT Index performance

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.