Charts & Chat Aug 9 Market Update | Boyce & Associates

This week, CEO Eric Boyce, CFA discusses:

1. economic growth estimates for 3rd quarter imply strong ~6% expansion at this time, driven in large part by technology and AI

2. services and manufacturing economies are in solid shape.

3. AI-related capital spending providing economic boost, with some risk. Resulting free cash flow growth expected in 1-3 years

4. labor market reasonable on its face, as internals show interesting data trends. Recent downward revisions, labor participation and hourly earnings are dropping, more growth in part-time work, higher unemployment trends from college graduates

5. equity markets driven by strong earnings, enthusiasm; risk that sentiment could interrupt high valuations

6. high concentration of S&P 500 in the top 10 companies in the index - margin improvement benign outside of this group

< Older Post

Charts & Chat - September 20, 2026 | Boyce

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.

Charts & Chat - September 13, 2026

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.

Boyce & Associates Wealth Consulting newsletter cover: Letters from Eric, September 2026 outlook on record highs and rising bond market volatility

September 2026 Outlook: Record Highs Meet Rising Bond Market Volatility

By Eric Boyce • September 1, 2026

Eric Boyce, CFA reviews the September 2026 outlook: cooling inflation, a softer labor market, rising long-term yields, and why discipline matters now.

Hands writing on business documents with charts; text reads “Common Misconceptions Business Owners Have About Business Valuations”

Common Misconceptions Business Owners Have About Business Valuations

By Thomas Kemler • September 1, 2026

Think your business is worth 5X EBITDA? Learn the common business valuation misconceptions owners believe and what actually drives value.

Three people reviewing documents at a table, with text: “Working with a long-term investment advisor Cedar Park.”

Working With a Long-Term Investment Advisor Cedar Park

By Boyce & Associates • August 26, 2026

A long-term investment advisor Cedar Park families trust. See what to expect and how Boyce & Associates Wealth Consulting, Inc. builds the relationship.

Charts & Chat - August 23, 2026

By Eric Boyce • August 24, 2026

Watch Charts & Chat from August 23, 2026 with Boyce & Associates. Review market trends, charts, and insights to support financial decisions today.

Charts & Chat - August 16, 2026

By Eric Boyce • August 17, 2026

Watch Charts & Chat from August 16, 2026 with Boyce & Associates. Review market trends, charts, and insights for informed financial decisions today.

Two businesspeople shaking hands, with text about fee-only financial planners in Texas.

Fee-Only Financial Planner in Texas: What It Actually Means

By Boyce & Associates • August 12, 2026

What does fee-only financial planner Texas mean? Learn how it differs from fee-based advice and what to ask before choosing an advisor.

Two business owners in aprons stand outside a shop with an “Open” sign and “Wealth Transfer Planning for Business Owners” text.

Wealth Transfer Planning for Business Owners

By Boyce & Associates • August 4, 2026

Wealth transfer planning for business owners requires a coordinated, multigenerational framework that preserves assets and aligns family goals.

Charts & Chat - August 2, 2026

By Eric Boyce • August 3, 2026

Watch Charts & Chat from August 2, 2026 with Boyce & Associates. Review the Fed's rate decision, Q2 GDP, and rising earnings-estimate risk.