Annex Wealth Management

Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats.

September is a lousy month for the markets. The good news, seasonality would suggest Q4 may be leaning to the positive side. Annex Wealth Management's Dave Spano and Derek Felske discuss.

GDP revised. Yes, they’re still trying to figure out how much output the economy produced. And they’ll be doing that for decades to come.

Aren’t bonds supposed to provide support to falling stocks? That’s how things seemed to work during the two decades before COVID.

A shutdown delays rather than cancels spending. In fact, a shutdown only affects up to 27% of total federal spending.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.

This week alone could influence many future policy decisions.

This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation. Threats include prices the new marginal buyer of Treasurys is going to pay.

The Fed signaled rates may stay higher longer into the future, but is the rate hike cycle slowing? Annex Wealth Management's Dave Spano and Derek Felske discuss.

The Federal Open Market Committee won’t tell you what they will do because they don’t even know

Most consumers don’t care about oil prices. They care about gasoline prices.

The federal government has spent $5.5 trillion since October 2022 and it has only collected $4 trillion. That’s not a sustainable path