In Partnership with Annex

Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring...

The Bull Market stumbles, World Banks actions may be strengthening the dollar, and can we trust China’s growth? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.

The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss this week’s CPI report and the recent geopolitical news.

Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.

In a week that saw the Manufacturing Index increase for the first time in 16 weeks, several Fed Governors weighed in with their opinion on potential rate cuts in 2024. What does their disagreement mean for volatility? Annex Wealth Management's Dr. Brian Jacobsen and Mark Beck discuss.

On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.

Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.