This week, CEO Eric Boyce, CFA discusses: 1. earnings estimates and dividend growth rates for the equity indices continue to move higher, despite volatility and Iran conflict. Valuations relatively stable at higher levels 2. forward expected returns are lower for the conventional asset classes, introducing private and semi-liquid investments as a way to enhance risk-adjusted returns 3. energy has been the primary boost to inflation; however oil intensity has consistently gone down over time 4. drawdowns in stocks in gold, bonds and foreign stocks offset positive domestic equity performance during Iran conflict 5. first reading of 1st quarter GDP driven by consumption, inventories - offset by net trade and residential investment 6. disposable income positive yet decelerating, consumption positive resulting in lower savings rate. Positive trend in capital goods orders 7. positive PCE inflation has taken interest rate cuts off the table 8. residential housing permits in downtrend; meanwhile, house prices move higher at a lower rate 9. mixed commodity price basket - wheat, oil, industrial metals, cotton offset by natural gas 10. Last year, Venezuela received more revenue from financial remittances than from oil sales
Boyce Wealth's May 2026 market outlook explores volatility, geopolitical tensions, slower growth, and why quality and diversification still matter.
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Review Boyce & Associates Market Minutes from November 14, 2023. Stay informed on key market trends and connect to discuss your strategy today.
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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