Скачать или смотреть 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.