Скачать или смотреть Boyce & Associates Charts of the Week Sept 28 2025

This week, CEO Eric Boyce, CFA discusses:
1. near term trends in economic growth and employment are diverging. Labor weakness giving Fed cover to lower interest rates.
2. recession probability low, bank lending up, goods inflation growth year-over-year is now positive.
3. consumption and retail sales trends are not unfavorable, but record-high credit card balances are.
4. no sign of US dollar disintermediation - Euro as a percent of global reserves remains flat, and record high foreign investment in US stocks.
5. stock valuation higher - possible near term volatility. positive return outlook, however.
6. the diversification power of alternative investments within a portfolio.