Charts & Chat - December 4, 2023

This week, CEO Eric Boyce, CFA discusses: 1. current estimates for AI/tech capital spending, and what are the risks 2. the K-shaped economy visualized, the residential real estate market in the doldrums 3. inflation edging higher, complicated Fed decisions; flat CEO confidents and rising producer prices 4. contribution to equity market reruns, multiple compression, concentration risk, and risk of rising correlations to bond returns given higher interest rates 5. don't be scared of market highs, though, and 5th year bull market expansion returns are generally pretty good. 6. decomposition of yield changes, bond market selloff

Watch Charts & Chat from October 11, 2026. Eric Boyce, CFA covers the 3.6% GDP estimate, steady jobs, higher rates, rising rents, and the stock bull market.

Eric Boyce, CFA reviews the October 2026 outlook: persistent inflation, higher rates, strong earnings, AI investment, and why diversification matters now.

Kelly Griggs, WMS™, CRPC™ explains how to plan for aging parents' care and finances, start the conversation, and protect your family's peace of mind.

Watch Charts & Chat from September 27, 2026 with Boyce & Associates. Review the bond sell-off, rising yields, deficits, and AI spending risks today.

See what portfolio management services Texas HNW families choose should include: disciplined allocation, rebalancing, and risk-adjusted design.

Explore the latest market and economic insights from Boyce & Associates, covering energy, interest rates, inflation, retail sales, and earnings trends.

Learn what risk-adjusted investment management means and how it helps guide portfolio decisions for business owners and high-net-worth families.