Q3 2023 Investment Update

From a mainstream news flow perspective, it was a relatively quiet quarter. Union worker strikes with the Hollywood writers and the United Auto Workers were notable, though had little influence on financial markets and the economy. There was little progress in either direction on the Russia- Ukraine conflict and there were no new incidents in the increasingly cold relationship between the US and China. The build up to the US Presidential election remains in its early stages and is not yet relevant to financial markets. This left us with economic data - headlined by the ongoing battle against inflation - and other seasonal effects that drove financial markets.

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