In Partnership with Annex
The Fed can’t get it wrong again
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 shines
Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.
Fed Governors Seem To Disagree
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.
Powell and the Fed don’t seem too worried about inflation
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.
The return of supply chain issues?
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.
Rate Cuts: Are We There Yet?
Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Does That Influencer Have Credibility? | Matching What I See On CNBC
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Does That Influencer Have Credibility? | Matching What I See On CNBC
Declining inflation doesn’t mean prices are going down
When it comes to inflation, Boomers could be the only ones who might not care.
Mojo and Stagflation
Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.
What’s on the horizon for rate cuts?
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the potential impact of the rate cuts expected in 2024-2025.