In Partnership with Annex

Both sides think they’re going to win the election. That’s good.

There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?

China shows up twice

Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.

Did The Fed Stick A Soft Landing?

The ISM Index seems to indicate a growing service economy, which means the Fed is likely going to stick with higher interest rates for a while. What does a 50+ ISM mean for those predicting an upcoming recession? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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The Friday jobs fairy tail

If you hear economists use the phrase, “It was a Goldilocks report,” please remember Baby Bear and that Goldilocks was a criminal.

Potential pain for consumers?

Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.

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