This week, CEO Eric Boyce, CFA discusses: 1. implications of a growing national debt level and growth of debt relative to the national economy 2. economic variables most impacted by inflation stemming from the Iran war 3. difficult Fed position regarding short term rates - expectations are for higher rates, but bond market is already there with higher yields. Bond sell off continues, driven by increasing fiscal deficits and increased skepticism 4. increased demand for debt - driven by global demand and hyperscalers, comes at a time of decreasing supply of savings, halping to cement rate increases 5. Producer prices higher - labor market appears stable for the time being 6. 3rd quarter economic growth potential tracking higher per Atlanta Fed 7. Stock valuations lower due to higher earnings, overall valuations bring risk of volatility, although current vol is low
Eric Boyce, CFA reviews the September 2026 outlook: cooling inflation, a softer labor market, rising long-term yields, and why discipline matters now.
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Watch Charts & Chat from August 2, 2026 with Boyce & Associates. Review the Fed's rate decision, Q2 GDP, and rising earnings-estimate risk.