Annex Wealth Management

The gap between services and manufacturing is rarely this large. Historically, when the gap gets this large, it has marked a bottom for manufacturing, but, sadly, also a peak for services.

A trade war with China seems to be a perennial that just mutates into new forms. The latest is a chip war.

Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.

Improved economic data seems to be showing the beginning of a bigger bull - but is growth spread past the "Magnificent 7" stocks? Annex Wealth Management's Mark Beck and Derek Felske discuss.

The Federal Reserve released results from its latest bank stress tests. Surprising no one, every bank passed.

A key challenge for investors is to not let their political opinions adversely affect their portfolios. Political winds change and they don’t tend to be the biggest drivers of returns in portfolios.

In regards to the weekend 'mutiny' in Russia, maybe investors are simply asking, “What does this really mean for the profitability of corporate America?” Answer: probably not much.

FOMO: the fear of missing out. Is that what's happening? And what might derail it?

Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.

Stocks closed down after a significant rally, but the US economy still hasn’t suffered the downturn experienced overseas. Will the Fed continue to raise rates in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.