Charts & Chat - March 1, 2026
Eric Boyce • March 2, 2026
This week, CEO Eric Boyce, CFA discusses:
1. immediate read throughs from the Iranian bombings
2. gold disconnect from commodities and 10 year yields
3. produce prices ahead of expectations
4. correlations between payrolls and economic growth
5. impacts of AI on job losses and productivity growth
6. CEO confidence high, individual and institutional investor sentiment weaker, although estimated stock price gains on tap for the next 20-60 days...likely due to increased concentration of stock ownership at the top of the wealth spectrum
7. Mag 7 companies coming back in line with more value-looking stock areas







