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
Watch Charts & Chat from August 2, 2026 with Boyce & Associates. Review the Fed's rate decision, Q2 GDP, and rising earnings-estimate risk.
Eric Boyce, CFA reviews the August 2026 outlook: slower growth, sticky inflation, and why discipline and diversification matter now.
Learn tax-smart charitable giving strategies, from appreciated stock to donor advised funds and QCDs. Connect with Boyce & Associates today.
Watch Charts & Chat from July 12, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Watch Charts & Chat from July 5, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Market concentration and geopolitical risks shape 2026 investing. Explore portfolio resilience through diversification and disciplined positioning.
Understand behavioral finance and how investor psychology affects decisions. Explore loss aversion, anchoring, and other cognitive biases in investing.
Watch Charts & Chat from June 28, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Watch Charts & Chat from June 21, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.