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....
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Eric Boyce
Feb 91 min
Economic Presentation & Near Term Outlook from Bryce Gill, Economist with First Trust
Our friend Bryce Gill joins the team of Boyce & Associates once again to share his thoughts on the economy as we head into 2024.
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Eric Boyce
Feb 41 min
Charts & Chat - February 4, 2024
This week, CEO Eric Boyce discusses: 1. Short term interest rate estimates are changing every week...forecasts suggest rate decreases...
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Eric Boyce
Jan 211 min
Charts & Chat - January 21, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Beige Book, Retail Sales stronger - propped up by real wage growth 2. home builder...
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Eric Boyce
Jan 141 min
Charts & Chat - January 14, 2024
This week, CEO Eric Boyce discusses: 1. recent inflation data, implications, risks of higher shipping costs 2. update on wages, rents 3....
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Eric Boyce
Jan 71 min
Charts & Chat - January 7, 2024
This week, CEO Eric Boyce discusses: 1. Things on our mind heading into the new year... 2. risk of cost increases from the Gaza conflict...
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Eric Boyce
Dec 24, 20231 min
Charts & Chat - Year End Analysis 2023
CEO Eric Boyce, CFA closes out the year with observations on: 1. Inflation and trends heading into 2024 2. Wages , Growth & Employment 3....
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Eric Boyce
Dec 10, 20231 min
Charts & Chat - December 11, 2023
This week, CEO Eric Boyce, CFA discusses: 1. recent momentum in the market, some perspective on valuation and on the Magnificent 7 2....
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Eric Boyce
Dec 3, 20231 min
Charts & Chat - December 4, 2023
This week, CEO Eric Boyce, CFA discusses: 1. comments on the upside GDP revision 2. Fed's Beige Book activity weakens again this month 3....
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Eric Boyce
Nov 26, 20231 min
Charts & Chat - November 27, 2023
This week, CEO Eric Boyce, CFA discusses:1. Thanksgiving dinner items up 25% in 3 years, amidst continued drop in inflation forecasts...
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Eric Boyce
Nov 19, 20231 min
Charts & Chat - November 20, 2023
This week, CEO Eric Boyce, CFA discusses: 1. retail sales softening and industrial production trending down 2. regional Fed business...
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Eric Boyce
Nov 14, 20231 min
Boyce & Associates - Market Minutes November 14, 2023
CEO Eric Boyce, CFA discusses the most important issues in the market over the past week, including the most recent October inflation...
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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
Nov 5, 20231 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 31, 20231 min
Special Market Minute - October 31, 2023
CEO Eric Boyce, CFA offers his thoughts on the market and economy following two major investment conferences he attended during the last...
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Eric Boyce
Oct 29, 20231 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 22, 20231 min
Charts & Chat - October 23, 2023
This week, CEO Eric Boyce, CFA discusses: 1. Leading economic indicators down 18 straight months - implications considering coincident...
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Eric Boyce
Oct 15, 20231 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
Oct 8, 20231 min
Charts & Chat - October 9, 2023
This Week, CEO Eric Boyce, CFA highlights the following chart subjects: 1. stock sell off, current valuations and trends & what's cheap...
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Eric Boyce
Oct 1, 20231 min
Charts & Chat - October 2, 2023
This week, Eric Boyce, CFA discusses: 1. background on government shutdowns (although we seem to avoided this one!) 2. probability of...
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