Charts & Chat - April 26, 2026

This week, CEO Eric Boyce, CFA discusses:

1. inflationary impacts on important spending sectors over time confirm the divergence of consumer sentiment and stronger economic performance 

2. inflationary impacts of AI buildout precede the disinflationary impacts over time; also, AI/technology impacts on the credit markets

3. drivers of consumer net worth growth, spending influence of top 30-40% of income earners, deceleration in real net income

4. housing update; increase in mortgages to lower credit tiers

5. increase in commercial lending; higher import prices

6. increase in large merger deals in 2026; large capital spending expectations from AI related firms

7. stock and bond correlations high - making the case for alternatives from a risk/reward standpoint

8. educational slides on the power of long term investing and managing the emotions of interim volatility