In Partnership with Annex

GDP Revisions Show Strength. Consumers Disagree

GDP Revisions and news that China intends to stimulate their economy have positive repercussions - even in Europe. But why does consumer sentiment disagree with the positivity? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Housing, nukes, and volatility

Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.

Forecast Isn’t Sunny – Or Rainy

The Fed’s 50 basis point cut may have been “catching up” – or just in time. But what is the economic forecast moving forward? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.

If (________) happens, you will have a recession

The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.

Fed week

Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.

Trying To Avoid This Chinese Import

Analysts believe we'll see a 25 basis point rate cut based on recent inflation numbers - as gas prices fall, there is an import we'd like to avoid bringing from China. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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Fed Rate Cut Could Be Higher Than 25 Basis Points

We're seeing signs of a slowing economy and cooling jobs. There is an upcoming announcement that could cause the Fed to consider cutting rates more than 25 basis points. Annex Wealth Management's Brian Jacobsen and Danny Clayton discuss.

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