Charts & Chat - March 29, 2026

Eric Boyce • March 30, 2026

This week, CEO Eric Boyce, CFA discusses:

1. more data on the impact, duration and persistency of oil price shocks and their impacts on the investment markets and the economy

2. global geopolitical fragmentation increasing, coupled with declining share of fossil fuels as percent of total energy consumption

3. current forecast for first quarter 2026 economic growth is 2.0%

4. 33% of US government will mature this coming year ($10 trillion), which will need to be refinanced at higher rates; 20% of federal tax receipts go to interest on the federal debt

5. trade policy uncertainty declining, while economic policy uncertainty higher

6. seeing some inflationary pressure coming from producer prices in several Fed districts and in import prices 

7. more soft sentiment data from consumers; however, retail and consumption data remain favorable amidst favorable financial conditions

8. stock sell off mitigated by strong earnings, increased liquidity

9. since 1949, average bull market lasts 5.3 years and returns 254%; meanwhile, average bear market lasts 1 year and declines 31%

10. private credit sell-off likely overdone, based on actual loss data




Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text on a gradient background
By Eric Boyce May 11, 2026
Watch Charts & Chat from May 10, 2026 with Boyce & Associates. Review market trends, charts, and insights for informed financial decisions.
Blue logo for Boyce & Associates Wealth Consulting with “Charts & Chat” on a blue background
By Eric Boyce May 4, 2026
Watch Charts & Chat from May 3, 2026 by Boyce & Associates. Review market trends, charts, and insights to support financial decisions.
B&A logo and text: “Letters from Eric,” May 2026, “May 2026 Market Outlook: Quality & Diversification”
By Eric Boyce May 1, 2026
Boyce Wealth's May 2026 market outlook explores volatility, geopolitical tensions, slower growth, and why quality and diversification still matter.
Business team in a meeting over documents with banner: “Own a business? Have it valued every year!”
By Thomas E. Kemler April 27, 2026
An annual business valuation provides owners with a clear view of company performance, supporting risk management, succession planning, and strategy.
Blue title slide with B&A Boyce & Associates Wealth Consulting logo and “Charts & Chat” text
By Eric Boyce April 27, 2026
Review Boyce & Associates Market Minutes from November 14, 2023. Stay informed on key market trends and connect to discuss your strategy today.
Logo for Boyce & Associates Wealth Consulting titled
By Eric Boyce April 13, 2026
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
The Boyce & Associates Wealth Consulting logo and
By Eric Boyce April 6, 2026
Review Charts & Chat insights from April 5, 2026, and stay informed on market trends. Connect with Boyce & Associates Wealth to discuss your strategy today
Title card for Boyce & Associates Wealth Consulting:
By Eric Boyce April 1, 2026
Review April 2026 market update on inflation, interest rates, and geopolitical risk. Gain perspective and connect with Boyce & Associates today.
Two people sit at a table with a laptop. Text reads:
By Ian Kloc April 1, 2026
Learn long-term tax planning strategies, from Roth conversions to deductions. Connect with Boyce & Associates to review your financial strategy.
A person at a desk using a calculator and laptop, with the text:
By Boyce & Associates March 27, 2026
Annuities explained clearly. Learn the truth behind common annuity myths, fees, risks, and how they fit into retirement planning with a fiduciary advisor.
Show More