Charts & Chat - July 5, 2025

Eric Boyce • July 7, 2025

This week, CEO Eric Boyce, CFA discusses:

1. Analysis of recent and upcoming economic growth and consumer spending data

2. Capital spending, housing slowing, money supply now increasing again

3. Deficit/Debt expectations

4. Updated tariff expectations on inflation, growth, etc.

5. Latest expectations for the social security trust fund

6. Trends in stock valuations, earnings and operating profit margins




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