This week, CEO Eric Boyce discusses:
1. continuing uncertainty with tariffs and trade policy - the numbers, risks, and perspective moving forward
2. manufacturing picking up, per the PMI data; services remaining steady; productivity remains strong
3. corporate confidence improving, leading to more aggressive capital spending plans
4. update on relative valuations to earnings yield, volatility, etc.; earnings estimates are being reduced (good!)
5. retail same store sales very steady, suggesting a relatively stable consumer
6. corporate credit issuance very strong in 2025; no fear of economic downturn. May be priced too richly, though (?)
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641
All Rights Reserved | Boyce & Associates Wealth Consulting
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All Rights Reserved | Boyce & Associates Wealth Consulting
Website by: EGS Marketing Solutions
All Rights Reserved | Boyce & Associates Wealth Consulting
Website by: EGS Marketing Solutions