Charts & Chat - March 24, 2024
Eric Boyce • March 25, 2024
This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's rising 3. manufacturing looking better, service sector stable, leading indicators now positive! 4. real wages remain high, observed rents still witnessing negative growth 5. investment risk appetite high, stocks extended - may be time for modest pullback? Bond spreads getting tighter... 6. Increasing household allocation to equities, as well as money market balances.

By Eric Boyce
•
October 19, 2026
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





