On May 4, 2023, SouthCol Advisors Founder James Lumberg presented the first quarter market review, “Which Way From Here?”
Please feel free to share this video with whomever you feel will benefit.
00:00 Introduction
00:30 Equity Markets YTD 2023
01:57 S&P 500 Sector Performance YTD 2023
02:52 Bonds: 10-year Treasury Yield – Trailing 180 Days
03:09 Treasury Yield Curve
04:32 Where We Left Off: Climbing The Wall of Worry
04:50 Federal Funds Target Rate
05:30 Where We Are Now
06:20 Inflation | Changes in US CPI since 2005
07:15 U.S. Employment and Job Market
08:03 U.S. Gross Domestic Product
08:58 S&P 500 Earnings
09:20 U.S. Corporate Earnings
09:55 Shifts in the Banking Sector
11:20 A Case For Optimism
12:32 Model Allocations
12:45 Fund Performance as of April 30, 2023