In Partnership with Annex

January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck and Brian Jacobsen discuss.

After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.

Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.

The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what's driving them.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.

If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?

We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat.

Good news is bad news. A positive jobs report likely means that the Fed will delay interest rate cuts – Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts.

We didn’t have a recession in 2023. Looking ahead, will we eventually have to pay the piper? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.

The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy.