This week, CEO Eric Boyce discusses: 1. the recent unexpected strength in the labor market and its unusual impact on the stock market 2. revolving credit oddly contracted last month following prolonged series of increases 3. inflation track feels like 1966-1982 pattern thus far...interesting; expectations picking up a bit with Trump administration policies on horizon 4. China slowdown illustrated 5. global stock/bond ration reflects optimism in global markets 6. term premium increasing for stocks; money fund assets continue to rise (potential market liquidity) 7. bonds more sensitive than equities to inflation surprises 8. stock and bond correlations higher; earnings yield relative to investment grade bonds suggests stocks may be more volatile
This week, CEO Eric Boyce, CFA discusses: 1. higher rates have not led to economic downturn, and economy maintains steady pace heading into 2025 2. households are in healthy shape, based on consumer credit, spending, real income 3. construction spending increased despite higher rates due to stimulus, data centers and $50B in spending by the Mag 7 4. with labor markets steady, inflation continues to meander lower, helped by productivity 5. short term interest rates still expected to come down; however, skepticism over number of rate cuts to expect in 2025 6. corporate profits high, net interest expense low heading into 2025 7. merger and acquisition activity and initial public offerings expected to rise in 2025 8. global growth expected ~3% in 2025 9. key considerations in the new year...tariffs (of course) and deficits 10. 151 years of stock returns - how it all stacks up
January 2025 Newsletter: Eric Boyce, CFA, shares his 2025 market outlook, covering Fed rate expectations, inflation risks, investment strategies, and more.
Set SMART goals for 2025! This guide helps you define Specific, Measurable, Achievable, Relevant, and Time-bound goals for all areas of your life, including finances.
In the final Charts & Chat of 2024, CEO Eric Boyce, CFA discusses: 1. the Fed rate decrease from last week, the change in expectations,...
Charts & Chat: Eric Boyce, CFA, covers positive inflation trends, Fed rate cut probabilities, strong growth expectations, small business optimism, and the tariff wildcard.
Learn how to adapt investment strategies for economic uncertainty. Explore tips on diversification, risk management, and long-term financial success.
Explore Boyce & Associates' December 2024 newsletter, discussing market trends, inflation, year-end financial planning, and investment strategies for 2025.
Learn why regularly checking your credit and social security reports is vital for detecting errors, preventing fraud, and securing your financial future.
This week, CEO Eric Boyce discusses: 1. the recent unexpected strength in the labor market and its unusual impact on the stock market 2. revolving credit oddly contracted last month following prolonged series of increases 3. inflation track feels like 1966-1982 pattern thus far...interesting; expectations picking up a bit with Trump administration policies on horizon 4. China slowdown illustrated 5. global stock/bond ration reflects optimism in global markets 6. term premium increasing for stocks; money fund assets continue to rise (potential market liquidity) 7. bonds more sensitive than equities to inflation surprises 8. stock and bond correlations higher; earnings yield relative to investment grade bonds suggests stocks may be more volatile
This week, CEO Eric Boyce, CFA discusses: 1. higher rates have not led to economic downturn, and economy maintains steady pace heading into 2025 2. households are in healthy shape, based on consumer credit, spending, real income 3. construction spending increased despite higher rates due to stimulus, data centers and $50B in spending by the Mag 7 4. with labor markets steady, inflation continues to meander lower, helped by productivity 5. short term interest rates still expected to come down; however, skepticism over number of rate cuts to expect in 2025 6. corporate profits high, net interest expense low heading into 2025 7. merger and acquisition activity and initial public offerings expected to rise in 2025 8. global growth expected ~3% in 2025 9. key considerations in the new year...tariffs (of course) and deficits 10. 151 years of stock returns - how it all stacks up
January 2025 Newsletter: Eric Boyce, CFA, shares his 2025 market outlook, covering Fed rate expectations, inflation risks, investment strategies, and more.
Set SMART goals for 2025! This guide helps you define Specific, Measurable, Achievable, Relevant, and Time-bound goals for all areas of your life, including finances.
In the final Charts & Chat of 2024, CEO Eric Boyce, CFA discusses: 1. the Fed rate decrease from last week, the change in expectations,...
Charts & Chat: Eric Boyce, CFA, covers positive inflation trends, Fed rate cut probabilities, strong growth expectations, small business optimism, and the tariff wildcard.
Learn how to adapt investment strategies for economic uncertainty. Explore tips on diversification, risk management, and long-term financial success.
Explore Boyce & Associates' December 2024 newsletter, discussing market trends, inflation, year-end financial planning, and investment strategies for 2025.