Charts & Chat - November 14, 2023
This week, CEO Eric Boyce, CFA discusses: 1. GDP forecasts have evolved from this summer - more optimism on 2025 and 2026 2. credit card,...
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Eric Boyce
- Nov 5
- 1 min
Charts & Chat - November 6, 2023
This week, CEO Eric Boyce, CFA discusses: 1. shift in equity and bond allocations in light of higher interest rates 2. The great...
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Eric Boyce
- Oct 29
- 1 min
Charts & Chats - October 30, 2023
** Note: Be on the look out for some summary comments from my two investment conferences over the past two weeks in a special version of...
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Eric Boyce
- Oct 15
- 1 min
Charts & Chat - October 16, 2023
This week, CEO Eric Boyce, CFA discusses the following charts: 1. the latest CPI inflation report, trends, rents, wages and food prices...
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Eric Boyce
- Sep 24
- 1 min
Charts & Chat September 25, 2023
This week, Eric Boyce, CFA discusses: 1. the timing of the lagged effect of monetary tightening 2. Interest rates are rising again, but...
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Eric Boyce
- Sep 17
- 1 min
Charts & Chat September 18, 2023
This week, Eric Boyce, CFA discusses: 1. Various Business surveys suggest weaker economy, labor market ahead 2. Impact of student loan...
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Eric Boyce
- Aug 28
- 1 min
Charts & Chat August 27, 2023
This week, CEO Eric Boyce, CFA discusses: 1. historical dividend contribution to total stock market return 2. real yields are headwind...
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Eric Boyce
- Aug 20
- 1 min
Charts & Chat August 20, 2023
This week, CEO Eric Boyce, C FA discusses: 1. stock valuations stretched, fueled by earnings expectations, fund flows; stocks less...
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Eric Boyce
- Aug 6
- 1 min
Charts & Chat - August 6, 2023
This week, CEO Eric Boyce, CFA discusses: 1. high frequency data positive, for the most part, although retail sales trails prior years 2....
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Eric Boyce
- Jul 23
- 1 min
Charts & Chat - July 23, 2023
This week, CEO Eric Boyce, CFA discusses: 1. inflation deceleration and implications 2. present consumer expectations remain strong,...
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Eric Boyce
- Jun 3
- 1 min
Charts & Chat - June 4, 2023
This week, CEO Eric Boyce, CFA discusses: 1. latest jobs update - average earnings, labor participation, small firms still growing labor...
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Eric Boyce
- May 30
- 1 min
Charts & Chats - May 21, 2023
This week, CEO Eric Boyce, CFA discusses: Discrepancies in the estimates for both economic growth in 2Q and the pace of Fed rate changes...
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Eric Boyce
- May 16
- 1 min
Charts & Chats - May 14, 2023
During the course of our daily research, we come across interesting and illustrative charts which do a great job of articulating a point...
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