This week, CEO Eric Boyce, CFA discusses: 1. economic forecasts coming down for the first quarter of 2026, yet probability of recession remains around 30% 2. inflation perking up; manufacturing looking stable; retail sales remain strong 3. sentiment eroding for all income groups, as well as expectations 4. labor market is weak and tight at the same time; trend remains mixed and unidentifiable; software industry job losses pale in comparison to broader economy 5. brent crude prices spike; off circumstance where oil is in backwardation and natural gas is in contango; expect airfare inflation due to higher jet fuel costs 6. housing - affordability concerns persist, credit availability an issue; weak market for builders and existing home sales 7. overall credit metrics are improving, except for subprime borrowers; yields on software firms blowing out because of AI displacement fears. this is causing a major disconnect on prices for private credit and direct lending relative to their net asset values 8. equity earnings and margins continue to expand; however, tech P/E multiples coming in line with broader index 9. discussion of the things which make the S&P 500 a tough index from a benchmarking and diversification standpoint 10. There are 25% more exchange traded funds (ETFs) than listed equities on the US exchanges - implications for future markets
Review April 2026 market update on inflation, interest rates, and geopolitical risk. Gain perspective and connect with Boyce & Associates today.
Learn long-term tax planning strategies, from Roth conversions to deductions. Connect with Boyce & Associates to review your financial strategy.
Watch the March 29 Charts & Chat video for market insights and trends. Connect with Boyce & Associates to discuss your financial strategy today.
Watch the latest Charts & Chat video from Boyce & Associates. Review market trends, charts & key insights to support informed financial decisions.
Watch this weekly market update video from Boyce & Associates. Review charts, trends, and key insights to support informed financial decisions.
Review Charts & Chat insights from March 8, 2026, and stay informed on key market trends. Connect with Boyce Wealth to discuss your strategy today.
Watch the Charts & Chat video from Boyce & Associates. Review market trends, charts and key insights to support informed financial decisions today.
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March market update: inflation remains sticky while rates hold steady. Review insights and connect with Boyce & Associates to discuss your strategy today.