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.
No surprise, matching weaknesses and threats.
Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.
Employment Hasn’t Joined The Recession – Yet
While Friday’s job numbers indicated a healthy employment situation, closer scrutiny could indicate some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow beginning to a larger recession? Annex Wealth Management’s Derek Felske and Mark Beck discuss.
Ford raises prices on the F150 Lightning. Again.
Ford raising the entry-level price of the electric F150 Lightning by $5000 for the 2023 model year
Ready for another jump in gas prices?
Patrick DeHaan of GasBuddy.com estimates prices rising between 15 and 30 cents more per gallon
CEOs see storm clouds ahead
91% predict a recession in the next year. Only 34% think it’ll be mild and short.
Markets Fall For A Third Straight Quarter. What Do We Do?
For the first time in history, the S&P 500 and the Barclay's Aggregate Bond Index both fell for three consecutive quarters. What should investors (and voters) do now, and will the elections change the current financial situation?
Hello, Q4. It’s been an interesting year.
Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance.
It Looks Like A Recession in 2023
For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income looking any better than it has in the past? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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Has inflation peaked? 57% of CFO’s don’t think so.
When it comes to the biggest external risk to their businesses, CFOs say softening consumer demand is at the top.
90 million iPhone 14’s is enough
Bloomberg is reporting demand for the 14 isn’t as high as expected.
Harley-Davidson spins off Livewire
As of today, it trades as a complete spin-off under the ticker LVWR.
Will The Fed’s Right Hook Connect?
Most market analysts expected the Fed's 75 basis point increase announced last week - but few anticipated Fed Chairman Powell to describe continued aggressive hikes into 2023. Annex Wealth Management's Dave Spano explained that after hitting us with a left jab, Powell seems to be announcing a right hook intended to lower inflation - and perhaps knock the economy out in the process. Dan O'Donnell and Dave Spano discuss what may come next.
