Tariffs, trade policy, and market trends—what’s ahead? CEO Eric Boyce breaks down economic uncertainty, manufacturing strength, corporate confidence, earnings updates, and consumer stability in this week’s insights.
Markets, tariffs, and rate cuts—what’s next? CEO Eric Boyce, CFA, breaks down the biggest economic shifts, from policy uncertainty and trade impacts to consumer optimism, GDP trends, and investment flows. Catch this week’s key insights in the latest Charts & Chat.
Charts & Chat - January 20, 2025. Explore key market trends with CEO Eric Boyce, CFA, as he covers 2025 growth risks, tariff impacts, rising retail sales, stock buybacks, and a strong US dollar.
Explore CEO Eric Boyce’s latest insights on the labor market, inflation trends, China’s slowdown, and the evolving dynamics between stocks and bonds. Understand how market optimism, term premiums, and liquidity shifts may shape your investment strategies.
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
Charts & Chat: Eric Boyce, CFA, covers positive inflation trends, Fed rate cut probabilities, strong growth expectations, small business optimism, and the tariff wildcard.
Dive into the December 1, 2024, Charts & Chat with CEO Eric Boyce, CFA, covering inflation trends, improving manufacturing, capital spending, market valuations, and more.
This week, CEO Eric Boyce, CFA discusses: 1. Trade trends and the impact of the strong dollar and potential tariff polices 2. New...
This week, CEO Eric Boyce, CFA discusses: 1. potential trade implications of the Trump 2.0 administration 2. recent inflation reports...
Tariffs, trade policy, and market trends—what’s ahead? CEO Eric Boyce breaks down economic uncertainty, manufacturing strength, corporate confidence, earnings updates, and consumer stability in this week’s insights.
Markets, tariffs, and rate cuts—what’s next? CEO Eric Boyce, CFA, breaks down the biggest economic shifts, from policy uncertainty and trade impacts to consumer optimism, GDP trends, and investment flows. Catch this week’s key insights in the latest Charts & Chat.
Charts & Chat - January 20, 2025. Explore key market trends with CEO Eric Boyce, CFA, as he covers 2025 growth risks, tariff impacts, rising retail sales, stock buybacks, and a strong US dollar.
Explore CEO Eric Boyce’s latest insights on the labor market, inflation trends, China’s slowdown, and the evolving dynamics between stocks and bonds. Understand how market optimism, term premiums, and liquidity shifts may shape your investment strategies.
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
Charts & Chat: Eric Boyce, CFA, covers positive inflation trends, Fed rate cut probabilities, strong growth expectations, small business optimism, and the tariff wildcard.
Dive into the December 1, 2024, Charts & Chat with CEO Eric Boyce, CFA, covering inflation trends, improving manufacturing, capital spending, market valuations, and more.
This week, CEO Eric Boyce, CFA discusses: 1. Trade trends and the impact of the strong dollar and potential tariff polices 2. New...
This week, CEO Eric Boyce, CFA discusses: 1. potential trade implications of the Trump 2.0 administration 2. recent inflation reports...
This week, CEO Eric Boyce discusses: 1. Relatively strong economic growth, as reported in the initial release of the 3Q GDP report. ...