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
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,...
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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
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...
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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
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...
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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 101 min
Charts & Chat - March 10, 2024
This week, CEO Eric Boyce, CFA discusses: 1. equity sentiment and fund flows remain positive, even if valuations are getting stretched....
19 views0 comments
Eric Boyce
Feb 111 min
Charts & Chats - February 11, 2024
This week, CEO Eric Boyce, CFA discusses: 1. economic surprise data indicating more optimistic tone. 2. lenders easing credit standards...
8 views0 comments
Eric Boyce
Nov 14, 20231 min
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
May 30, 20231 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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