In Partnership with Annex

Fed Chair Powell hinted at a potential rate cut. What impact will that cut have on the markets and industries that are stagnant, like housing? Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.

The Annex Wealth Management SWOT Podcast. Hosted by Ken Bellinger, Research Analyst

In this episode of The Difference, Dan O'Donnell and Dave Spano dive into a historic moment of global diplomacy and dissect its ripple effects on markets, interest rates, and America's mounting debt crisis. From peace talks to rate cuts, they explore how political decisions shape economic realities—and your financial future.

In this week’s SWOT podcast, Chief Economist Brian Jacobsen explore the surprising strength in consumer spending and corporate earnings, while unpacking valuation concerns and potential economic threats.

It was a big week for inflation data with the release of new Consumer Price Index, Producer Price Index, and Import Price Index numbers. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

In this episode of The Difference, Dan O'Donnell and Brian Jacobsen unpack the latest Consumer Price Index (CPI) report, which came in cooler than expected and sparked optimism across financial markets. They explore what this means for future Fed rate cuts, the real impact of tariffs, and whether reshoring U.S. manufacturing is more than just a political promise.

The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Trump’s new big announcement on India tariffs, as well as the likelihood of a September rate cut.

The Annex Wealth Management SWOT Podcast. Hosted by Brian Jacobsen, Chief Economist https://open.spotify.com/episode/6rpxNhhdAtXtHlDj4h6YLy

Two fed officials dissent from monetary policy moves — an outcome that hadn’t happened since 1993. A fresh jobs report is out and it’s not great. And how do rate cuts actually affect consumers? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

The U.S. has secured a series of favorable trade deals, most notably with the European Union, positioning itself as a dominant global economic force while pressuring China ahead of a looming deadline. Meanwhile, concerns grow over the long-term impact of tariffs, Federal Reserve tensions, and rising national debt. Tune in to The Difference, with Dan O'Donnell and Dave Spano.

The Annex Wealth Management SWOT Podcast. Hosted by Matt Morzy, Director of Research.