This week, CEO Eric Boyce, CFA discusses: 1. consumer sentiment remains weak, even as earnings estimates and economic forecasts are moving higher. Investor sentiment moves higher, exacerbating the "K-shaped" economic situation 2. the government's role in the economy is increasing, making political changes a threat to growth - much of that growth is coming in transfer payments to individuals, including Medicare and SSA 3. AI capital spending expected to eclipse US national defense spending in 2027 4. Steel & cattle prices are a proxy for the dramatic rise in the commodity basket and a contributor to weaker sentiment 5. oil inventory levels will reach critical levels by September if nothing changes on Iran 6. wages moving lower, inflation moving higher puts real wage growth at risk 7. Education - the benefits of long term investment horizons on compounded rates of growth and average length of bull markets
Watch Charts & Chat from May 3, 2026 by Boyce & Associates. Review market trends, charts, and insights to support financial decisions.
Boyce Wealth's May 2026 market outlook explores volatility, geopolitical tensions, slower growth, and why quality and diversification still matter.
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Review Boyce & Associates Market Minutes from November 14, 2023. Stay informed on key market trends and connect to discuss your strategy today.
This week, CEO Eric Boyce, CFA discusses: 1. final 4Q GDP revision reflects weaker year-end environment. First quarter estimates are trending down, reflecting pressure from geopolitics 2. personal income trending lower, although credit outstanding remains flat 3. PCE prices are elevated, primarily from goods prices - housing continuing to drop 4. energy market impacts from Iran conflict - disproportionate impact on lower income, Asia energy markets 5. forward looking equity returns look to be more limited, following three years of above average returns - private investments will likely play a greater role going forward 6. still a considerable gap on individuals with retirement plans, even at the higher income levels 7. earnings estimates moving higher, especially for tech firms; accordingly, tech P/E multiples back down to overall index average
Review Charts & Chat insights from April 5, 2026, and stay informed on market trends. Connect with Boyce & Associates Wealth to discuss your strategy today
Review April 2026 market update on inflation, interest rates, and geopolitical risk. Gain perspective and connect with Boyce & Associates today.
Learn long-term tax planning strategies, from Roth conversions to deductions. Connect with Boyce & Associates to review your financial strategy.
Watch the March 29 Charts & Chat video for market insights and trends. Connect with Boyce & Associates to discuss your financial strategy today.