Charts & Chat - June 2, 2024

Eric Boyce • June 2, 2024

This week, CEO Eric Boyce, CFA discusses:

  1. stocks outperform the economic surprise index; valuations high, but earnings growth leading to increased capital spending expectations and share repurchase

  2. individual ownership of stocks increasing, helping to contribute to bouts of volatility

  3. stock and bond correlations very high, making it more challenging to diversify between traditional approaches

  4. interesting trends in hybrid working environments

  5. housing optimism remains low; renters spend less than owners on housing; sale inventory increasing, but there still dislocations - prices higher but more discounting; also drop in pending sales

  6. GDP revisions from the first quarter - consumer spending and inventory growth less robust


Logo for Boyce & Associates Wealth Consulting titled
By Eric Boyce April 13, 2026
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
The Boyce & Associates Wealth Consulting logo and
By Eric Boyce April 6, 2026
Review Charts & Chat insights from April 5, 2026, and stay informed on market trends. Connect with Boyce & Associates Wealth to discuss your strategy today
Title card for Boyce & Associates Wealth Consulting:
By Eric Boyce April 1, 2026
Review April 2026 market update on inflation, interest rates, and geopolitical risk. Gain perspective and connect with Boyce & Associates today.
Two people sit at a table with a laptop. Text reads:
By Ian Kloc April 1, 2026
Learn long-term tax planning strategies, from Roth conversions to deductions. Connect with Boyce & Associates to review your financial strategy.
Logo for Boyce & Associates Wealth Consulting titled
By Eric Boyce March 30, 2026
Watch the March 29 Charts & Chat video for market insights and trends. Connect with Boyce & Associates to discuss your financial strategy today.
A person at a desk using a calculator and laptop, with the text:
By Boyce & Associates March 27, 2026
Annuities explained clearly. Learn the truth behind common annuity myths, fees, risks, and how they fit into retirement planning with a fiduciary advisor.
A blue background displays the logo and text
By Eric Boyce March 23, 2026
Watch the latest Charts & Chat video from Boyce & Associates. Review market trends, charts & key insights to support informed financial decisions.
Logo for Boyce & Associates Wealth Consulting titled
By Eric Boyce March 16, 2026
Watch this weekly market update video from Boyce & Associates. Review charts, trends, and key insights to support informed financial decisions.
A hand placing a coin into a pink piggy bank on a desk, with text below reading:
By Boyce & Associates March 12, 2026
Explore 5 side hustles that can help boost retirement savings. Boyce & Associates Wealth Consulting shares planning insights for long-term income growth.
Logo for Boyce & Associates Wealth Consulting. Text reads
By Eric Boyce March 9, 2026
Review Charts & Chat insights from March 8, 2026, and stay informed on key market trends. Connect with Boyce Wealth to discuss your strategy today.
Show More