Charts & Chat - December 1, 2024
CEO Eric Boyce, CFA discusses: 1. inflation expectations continue to fall 2. regional Fed surveys of manufacturing are looking better 3....
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Eric Boyce
Nov 241 min read
Charts & Chat - November 24, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Trade trends and the impact of the strong dollar and potential tariff polices 2. New...
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Eric Boyce
Nov 171 min read
Charts & Chat - November 17, 2024
This week, CEO Eric Boyce, CFA discusses: 1. potential trade implications of the Trump 2.0 administration 2. recent inflation reports...
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Eric Boyce
Oct 201 min read
Charts & Chat - October 20, 2024
This week, CEO Eric Boyce, CFA discusses: 1. GDP estimates for 3Q in the increase; liquidity higher, and economic data on balance has...
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Eric Boyce
Oct 61 min read
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 read
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...
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Eric Boyce
Sep 81 min read
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;...
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Eric Boyce
Sep 21 min read
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...
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Eric Boyce
Aug 251 min read
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 read
Charts & Chat - August 18, 2024
This week, CEO Eric Boyce, CFA discusses: 1. the recent inflation reports, which were better than expected & allow the Fed to lower rates...
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Eric Boyce
Aug 111 min read
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 301 min read
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...
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Eric Boyce
Jun 231 min read
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 read
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...
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Eric Boyce
Jun 21 min read
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...
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Eric Boyce
May 271 min read
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...
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Eric Boyce
May 121 min read
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
Apr 281 min read
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
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