Charts & Chat - May 17, 2026
This week, CEO Eric Boyce, CFA discusses:
1. discussion of higher inflation risks and central bank policy for its impacts on higher interest rates
2. Gold sluggish due to higher interest rates; equity valuations moving higher during the current melt up
3. tariff collections off; global export volumes and prices higher
4. strong recent payroll data & steady unemployment; real wage growth negatively impacted by rising inflation
5. higher producer prices mirroring consumer price trends, more so on services. Energy and food impacting headline inflation
6. consumer sentiment at lows; small businesses more optimistic although uncertainly remains high
7. retail sales remain favorable; household financial condition and credit quality trending in right direction despite higher inflation trends more recently





