Boyce & Associates Charts of the Week Feb 1 2026 скачать в хорошем качестве

Boyce & Associates Charts of the Week Feb 1 2026

This week, CEO Eric Boyce, CFA discusses: 1. Economic growth estimates for the 4th quarter lower, but numbers still expected to be good. 2. Leading indicators, port container volume down; factory orders slightly higher; retail sales slight uptick 3. comments on housing supply, significant shifts in the rental market, prices likely to continue to show slower growth 4. productivity higher likely due to AI; still risks of inflation, though, due to prices paid by producers 5. dollar remains weak, metals sell-off Friday in part due to new Fed chair nominee; money market inflows still robust despite interest rate decreases 6. quarterly earnings surprises lower; description of what to expect when earnings and economic growth are both positive 7. credit issuance going to be high, followed by refinancing of 1/3rd of all Treasury paper outstanding this coming year.