This week, CEO Eric Boyce, CFA discusses: 1. inflationary impacts on important spending sectors over time confirm the divergence of consumer sentiment and stronger economic performance 2. inflationary impacts of AI buildout precede the disinflationary impacts over time; also, AI/technology impacts on the credit markets 3. drivers of consumer net worth growth, spending influence of top 30-40% of income earners, deceleration in real net income 4. housing update; increase in mortgages to lower credit tiers 5. increase in commercial lending; higher import prices 6. increase in large merger deals in 2026; large capital spending expectations from AI related firms 7. stock and bond correlations high - making the case for alternatives from a risk/reward standpoint 8. educational slides on the power of long term investing and managing the emotions of interim volatility
This week, CEO Eric Boyce, CFA discusses: 1. final 4Q GDP revision reflects weaker year-end environment. First quarter estimates are trending down, reflecting pressure from geopolitics 2. personal income trending lower, although credit outstanding remains flat 3. PCE prices are elevated, primarily from goods prices - housing continuing to drop 4. energy market impacts from Iran conflict - disproportionate impact on lower income, Asia energy markets 5. forward looking equity returns look to be more limited, following three years of above average returns - private investments will likely play a greater role going forward 6. still a considerable gap on individuals with retirement plans, even at the higher income levels 7. earnings estimates moving higher, especially for tech firms; accordingly, tech P/E multiples back down to overall index average
Review Charts & Chat insights from April 5, 2026, and stay informed on market trends. Connect with Boyce & Associates Wealth to discuss your strategy today
Review April 2026 market update on inflation, interest rates, and geopolitical risk. Gain perspective and connect with Boyce & Associates today.
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Watch the March 29 Charts & Chat video for market insights and trends. Connect with Boyce & Associates to discuss your financial strategy today.
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Watch the latest Charts & Chat video from Boyce & Associates. Review market trends, charts & key insights to support informed financial decisions.
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