Charts & Chat - October 6, 2024
This week, CEO Eric Boyce, CFA discusses 1. more positive economic surprises; Fed more likely to drop rates 0.25% versus 0.50% next...
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Eric Boyce
Sep 221 min
Charts & Chat - September 22, 2024
This week, CEO Eric Boyce discusses: 1. The implications of the recent rate cut by the Federal Reserve 2. Global growth expectations...
39 views0 comments
Eric Boyce
Sep 81 min
Charts & Chat - September 8, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Third quarter GDP growth looking like 2% annualized 2. Leading indicators have troughed;...
14 views0 comments
Eric Boyce
Sep 21 min
Charts & Chat - September 1, 2024
This week, CEO Eric Boyce, CFA discusses: 1. equity breadth improving, momentum factors fading a bit stocks trading above moving averages...
53 views0 comments
Eric Boyce
Aug 251 min
Charts & Chat - August 25, 2024
This week, CEO Eric Boyce, CFA discusses: 1. AI stock earnings decelerating; market leadership may change; 2. revenue growth in line,...
14 views0 comments
Eric Boyce
Aug 181 min
Charts & Chat - August 18, 2024
This week, CEO Eric Boyce, CFA discusses:Â 1. the recent inflation reports, which were better than expected & allow the Fed to lower rates...
11 views0 comments
Eric Boyce
Aug 111 min
Charts & Chat - August 11, 2024
This week, CEO Eric Boyce, CFA discusses: 1. market corrections are natural - some statistics to support 2. volatility higher, earnings...
10 views0 comments
Eric Boyce
Jul 141 min
Charts & Chat - July 14, 2024
This week, CEO Eric Boyce, CFA discusses: recent trends in estimates for economic growth analysis of the latest consumer and producer...
9 views0 comments
Eric Boyce
Jun 301 min
Charts & Chat - June 30, 2024
This week, CEO Eric Boyce, CFA discusses: 1. fiscal budget discussion and net interest burden heading into the summer political...
9 views0 comments
Eric Boyce
Jun 231 min
Charts & Chat - June 23, 2024
This week, CEO Eric Boyce, CFA discusses: 1. retail sales - consumer slowing a bit 2. manufacturing better than expected - infrastructure...
14 views0 comments
Eric Boyce
Jun 91 min
Charts & Chat - June 9, 2024
This week, CEO Eric Boyce, CFA discusses: Gold performance relative to bonds and size of government budget; increase of gold in use as...
13 views0 comments
Eric Boyce
Jun 21 min
Charts & Chat - June 2, 2024
This week, CEO Eric Boyce, CFA discusses: stocks outperform the economic surprise index; valuations high, but earnings growth leading to...
7 views0 comments
Eric Boyce
May 271 min
Charts & Chat - May 27, 2024
This week, CEO Eric Boyce, CFA discusses: 1. earnings estimates are rising heading into second half of 2024, market estimates provide...
11 views0 comments
Eric Boyce
May 191 min
Charts & Chat - May 20, 2024
This week, CEO Eric Boyce, CFA discusses: 1. recent inflation data at the producer and consumer level - analysis and implications 2....
7 views0 comments
Eric Boyce
May 121 min
Charts & Chat - May 13, 2024
This week, CEO Eric Boyce discusses: 1. estimates for 2nd quarter economic growth increasing to +4% annual rate; recession mentions in...
11 views0 comments
Eric Boyce
Apr 281 min
Charts & Chat - April 28, 2024
This week, CEO Eric Boyce, CFA discusses: 1. GDP report for 1st quarter 2024 (1st reading) lighter than expected, but outlook is better...
11 views0 comments
Eric Boyce
Apr 71 min
Charts & Chat - April 7, 2024
his week, CEO Eric Boyce, CFA discusses: 1. Monthly payroll report and labor update 2. international stocks trade at significant discount...
85 views0 comments
Eric Boyce
Mar 311 min
Charts & Chat - March 31, 2024
This week, CEO Eric Boyce, CFA discusses: 1. consensus economic forecasts increasing for 2024, inflation higher for longer but coming...
12 views0 comments
Eric Boyce
Mar 241 min
Charts & Chat - March 24, 2024
This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's...
22 views0 comments
Eric Boyce
Mar 171 min
Charts & Chat - March 17, 2024
This week, CEO Eric Boyce discusses: 1. inflation remains sticky, especially rents and services, but there is expectations for further...
19 views0 comments
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