Brian Madden's Top Picks: March 23, 2023

Top picks from Brian Madden, chief investment officer, First Avenue Investment Counsel

FOCUS: North American equities 

MARKET OUTLOOK:

Inflation is falling steadily and has been for nine months, but it won’t fall fast enough for the liking of central bankers. In turn, central bankers won’t give up the fight against inflation fast enough for investors liking, or for commercial bankers liking as the two recently failed U.S. regional banks learned the hard way earlier this month.