This week, CEO Eric Boyce, CFA discusses: 1. economic growth estimates are being adjusted in light of the Iran conflict; meanwhile, earnings estimates for public companies continue to rise 2. rates on hold in latest Fed FOMC meeting, rate cuts off the table for now, replaced by increasing risk of increase (following global central banks) 3. Philly Fed data remains expansionary; wholesale inventories down, factory orders up 4. Producer prices blow through expectations, powered by good prices 5. no significant sign of "sell America" in the markets; continued foreign investment 6. global volatility higher, especially foreign markets; some US markets in correction, S&P 500 below 200 day moving average 7. valuations off peaks; stocks historically trough 2-3 weeks after geopolitical event...will this one follow trend? 8. energy, commodity prices higher, although gold/silver well off highs 9. bond market pricing much higher 12 month inflation than is predicted by Fed/Wall Street; meanwhile, yield curve is flattening
This week, CEO Eric Boyce, CFA discusses: 1. Potential near and longer term impacts of the energy shock, understanding that sentiment tends to overstate the eventual impact and that most energy shocks are transitory 2. headline and core inflation in line, driven by continued decline in core services and rents 3. consumer spending remains resilient, but 4. tariff-impacted goods and price increases risk inflation - estimates moving higher as we watch costs in the food chain in apparel increase 5. probability of recession moved up a little in the prediction markets and the likelihood of interest rate cuts in 2026 are largely off the table for the time being. 6. equity markets are in sell off mode, especially in consumer discretionary; S&P 500 index not nearly as useful as a diversification vehicle as it used to be due to increasing concentrations 7. interest rates continue to tweak higher, increasing mortgage rates at a time when affordability is tempered. Bond market volatility picking up a little 8. Deep dive into the topic of Retirement Savings - aging populations, use of social security versus pensions; growth of 401k's, yet meaningful percent of workers do not have retirement accounts
Review Charts & Chat insights from March 8, 2026, and stay informed on key market trends. Connect with Boyce Wealth to discuss your strategy today.
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