Charts & Chat - June 11, 2023

This week, CEO Eric Boyce, CFA discusses: 1. believe it or note, we are now in the 6th longest business cycle expansion in US history 2. AI spending should be a continued economic driver on several fronts 3. economic growth stemming from high income households, increased consumption and declining savings rates; deep dive into the wealth effect and notable drivers 4. Three engines of 2026 growth: AI spending, Infrastructure & Manufacturing Capacity Spending, and OBBBA (offset by higher energy costs) 5. generational transfer of "wealth" (i.e. free cash flow) from Hyperscalers to semiconductor companies 6. equity valuations remain high - tremendous surge in earnings expectations driving optimism and valuation gap versus international stocks

Watch Charts & Chat from July 5, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.

Market concentration and geopolitical risks shape 2026 investing. Explore portfolio resilience through diversification and disciplined positioning.

Understand behavioral finance and how investor psychology affects decisions. Explore loss aversion, anchoring, and other cognitive biases in investing.

Watch Charts & Chat from June 28, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.

Watch Charts & Chat from June 21, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.

Watch Charts & Chat from June 7, 2026 with Boyce & Associates. Review IPOs, AI updates, market trends, and insights for informed financial decisions.

Watch Charts & Chat from May 31, 2026 with Boyce & Associates. Review market trends, charts, and key insights to support informed financial decisions.

Eric Boyce, CFA shares the June 2026 market outlook: sticky inflation, rising Treasury yields, Fed policy, and insights for long-term investors.