Charts & Chat - July 12, 2025

Eric Boyce • July 14, 2025

This week, CEO Eric Boyce, CFA discusses:

1. small business remain high due to trade policy

2. GDP likely to rebound - I discuss the drivers of the near term reversal and what to expect 

3. US dollar weakness - what are the implications, and what is the relationship between inflation and interest rates

4. Recession probability remains low; long term inflation remains anchored

5. analysis of how many businesses are planning to pass through tariffs to customers

6. Trade war likely to take ~0.9% off GDP (per Apollo) - bigger than any most countries.

7. Analyzing debt, consumer credit and spending trends

8. Trends in earnings estimates, investor sentiment

9. college education costs expected to be up +9% year-over-year




Black cover for Boyce & Associates Wealth Consulting, “Letters from Eric,” October 2026 outlook on earnings, rates and inflation
By Eric Boyce • October 1, 2026
Eric Boyce, CFA reviews the October 2026 outlook: persistent inflation, higher rates, strong earnings, AI investment, and why diversification matters now.
Three people in a living room discuss aging parents, finances, and peace of mind.
By Kelly Griggs • October 1, 2026
Kelly Griggs, WMS™, CRPC™ explains how to plan for aging parents' care and finances, start the conversation, and protect your family's peace of mind.
Blue title card with B&A Boyce & Associates Wealth Consulting logo and “CHARTS & CHAT” text
By Eric Boyce • September 28, 2026
Watch Charts & Chat from September 27, 2026 with Boyce & Associates. Review the bond sell-off, rising yields, deficits, and AI spending risks today.
People typing on a laptop with text: “Portfolio Management Services Texas: How It Should Work”
By Boyce & Associates • September 28, 2026
See what portfolio management services Texas HNW families choose should include: disciplined allocation, rebalancing, and risk-adjusted design.
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.
Calculator with chart graphics and the text “What is risk-adjusted investment management?”
By Boyce & Associates • September 16, 2026
Learn what risk-adjusted investment management means and how it helps guide portfolio decisions for business owners and high-net-worth families.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text
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.
Financial services graphic with hand, charts, and title: Fiduciary investment management services: what is included
By Boyce & Associates • September 9, 2026
Learn what fiduciary investment management services include, how they differ from a brokerage account, and who benefits most from this approach.
People meeting at a table with documents; text reads “RETIREMENT EXIT PLANNING: TIMING YOUR BUSINESS SALE”
By Boyce & Associates • September 2, 2026
Retirement exit planning aligns your business sale with your financial plan for income, taxes, and timing. See what to consider before you sell.
Boyce & Associates Wealth Consulting newsletter cover: Letters from Eric, September 2026 outlook on record highs and 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.
Show More