Charts & Chat - May 20, 2024

Eric Boyce • May 19, 2024

This week, CEO Eric Boyce, CFA discusses: 1. recent inflation data at the producer and consumer level - analysis and implications 2. money supply growth negative - positive for disinflation over time 3. labor softening, consumers low on excess savings, increased credit card delinquency; yet, real wages remain high, providing continued spending power 4. manufacturing turning a slow corner 5. stocks back to near overbought; bond yields off interim peaks 6. strong foreign interest in US stocks/bonds (except for China)



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By Eric Boyce • October 19, 2026
The S&P 500 may be trading near all-time highs, but 84% of its constituent stocks are at least 10% below their individual peaks. This disconnect raises important questions about market breadth, the concentration of returns, and potential volatility.  "When you look at the index and it's near all-time highs, just know that not everybody is participating in that, and studying and monitoring breadth is very important to assessing the potential volatility of the markets," explained Eric C. Boyce, CFA, President, CEO and Chief Investment Officer of Boyce & Associates Wealth Consulting, during the October 18, 2026 edition of Charts and Chat. In this week's episode, Boyce examines the forces shaping financial markets, from rising AI capital spending and weakening consumer confidence to broadening inflation, housing market pressures, and changing bond yields. Through key charts and economic data, he explores what these developments reveal about market conditions and the considerations they raise for investors.
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By Eric Boyce • October 16, 2026
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By Eric Boyce • October 12, 2026
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.
Black cover for Boyce & Associates Wealth Consulting, “Letters from Eric,” October 2026 outlook on earnings, rates and inflation
By Eric Boyce • October 1, 2026
Eric Boyce, CFA reviews the October 2026 outlook: persistent inflation, higher rates, strong earnings, AI investment, and why diversification matters now.
Three people in a living room discuss aging parents, finances, and peace of mind.
By Kelly Griggs • October 1, 2026
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.
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By Eric Boyce • September 28, 2026
Watch Charts & Chat from September 27, 2026 with Boyce & Associates. Review the bond sell-off, rising yields, deficits, and AI spending risks today.
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By Boyce & Associates • September 28, 2026
See what portfolio management services Texas HNW families choose should include: disciplined allocation, rebalancing, and risk-adjusted design.
By Eric Boyce • September 21, 2026
Explore the latest market and economic insights from Boyce & Associates, covering energy, interest rates, inflation, retail sales, and earnings trends.
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By Boyce & Associates • September 16, 2026
Learn what risk-adjusted investment management means and how it helps guide portfolio decisions for business owners and high-net-worth families.
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By Eric Boyce • September 15, 2026
Watch Charts & Chat from September 13, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed decisions.
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