Скачать или смотреть Boyce & Associates Charts of the Week Feb 8 2026

This week, CEO Eric Boyce, CFA discusses:
1. Risks to inflation from weak dollar, rising industrial prices and wages
2. ISM Services index remains positive, labor weak (job openings)
3. Strong response in energy prices, stocks - rhetoric on geopolitical developments
4. concentration of wealth and the pending wealth transfer
5. increased stock market breadth; tech stocks in correction; net profit margin and earnings per share growth remains strong across the S&P 500 equal weight index
6. international stock diversification benefit remains even if US earnings growth has far outpaced global earnings ex-US
7. yield curve as steep as its been in more than 2 years
8. lots of dry powder at private market funds ready to deploy
9. Bitcoin/crypto showing its volatile head
10. As a percent of the total economy, capital spending by the AI hyperscalers likely to exceed the US interstate highway system in the 1950-60's and the railroad build out before the civil war