David Baskin's Top Picks: July 10, 2023

Top picks from David Baskin, chairman at Baskin Wealth Management

FOCUS: North American large caps 

MARKET OUTLOOK:

Economic conditions remain surprisingly strong in spite of the significant increases in interest rates in all markets. Unemployment in North America remains at or near post-war lows and wages continue to rise along with or slightly ahead of inflation. The main concerns are of course the future actions of central bankers and the war in Ukraine.