Annex Wealth Management
Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin. Individuals, families, corporations and other institutions trust our relationship-oriented philosophy.
The difference between a ‘correction’ and a change in ‘trend’.
Accelerated GDP growth...for now. A crisis of sentiment. Future returns of fixed income. The economy deteriorating in a recession.
PPI Stays Hot, But Inflation May Be Cooling
Friday’s PPI numbers indicated that inflation is still burning hot, but some indicators show inflation is receding. How will the Fed react next week? Is a recession imminent? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Retail’s growing crime problem
"Organized retail theft is spreading faster than COVID."
CEO confidence. Not high.
CEO confidence is the lowest since the Great Recession of 08-09.
IRS: Operation Buzzkill
Almost 75% of taxpayers received refunds last year. Things will be different for 2022. Expect smaller refunds.
Two themes: Energy and the Fed.
Set the supply chain and Russia aside. The Fed misjudged the situation and is now working feverishly to avoid a recession.
What are inverted yield curves telling us?
Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework?
Jobs Report Makes The Fed’s Job Harder
The Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper discuss.
Jobwatch; Fed style.
As the Federal Reserve battles inflation, employment is on the front line.
Retail’s huge weekend
197 million shopped HARD over the long Thanksgiving weekend.
The pause vs the pivot
This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threat from China.
Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead
Annex Wealth Management's Dave Spano and Derek Felske discuss a fed “pause” versus a “pivot” and why this is not a recession – yet.
