Charts & Chat - October 30, 2023
Eric Boyce • October 30, 2023
** Note: Be on the look out for some summary comments from my two investment conferences over the past two weeks in a special version of Market Minutes **
This week, CEO Eric Boyce, CFA discusses: 1. Better than expected GDP report and the internal data behind it - especially consumption 2. Regional Fed survey data showing sluggish signs; global backdrop more favorable right now 3. Purchasing Managers data (PMI) stronger 4. Rates are more restrictive than short term rates would suggest 5. Equity market likely near-term oversold; Gold acting stronger

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.





