Charts & Chat - August 25, 2024
Eric Boyce • August 25, 2024
This week, CEO Eric Boyce, CFA discusses: 1. AI stock earnings decelerating; market leadership may change; 2. revenue growth in line, although some sectors slowing; recession indicators falling; consumption and savings updates by income cohort 3. capital spending patterns look favorable; some pockets of consumer delinquency (auto loans) 4. bulls outweigh bears; individual stock ownership at high point 5. Real interest rates continue to climb; high probability of rate cut next month...question is how much to cut and how many cuts before the end of the year 6. crude oil stocks low, although domestic production is near peak; weaker price outlook

By Eric Boyce
•
October 19, 2026
The S&P 500 may be trading near all-time highs, but 84% of its constituent stocks are at least 10% below their individual peaks. This disconnect raises important questions about market breadth, the concentration of returns, and potential volatility. "When you look at the index and it's near all-time highs, just know that not everybody is participating in that, and studying and monitoring breadth is very important to assessing the potential volatility of the markets," explained Eric C. Boyce, CFA, President, CEO and Chief Investment Officer of Boyce & Associates Wealth Consulting, during the October 18, 2026 edition of Charts and Chat. In this week's episode, Boyce examines the forces shaping financial markets, from rising AI capital spending and weakening consumer confidence to broadening inflation, housing market pressures, and changing bond yields. Through key charts and economic data, he explores what these developments reveal about market conditions and the considerations they raise for investors.





