In Partnership with Annex

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode.

Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

The rally kicked in, finishing with a 1370 point swing to the positive.

Sales are flat. 58% of products sold are under $20.

Using current criteria, Dan predicts who will win the Nobel Prize in the future, as he and Dave discuss our current economic climate - and where it might head. Are there positions that make sense in this current environment?

57% of members in the 3rd largest freight union voted to oppose the agreement. Without a ratified deal, the strike threat is back.

Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.

While Friday’s job numbers indicated a healthy employment situation, closer scrutiny could indicate some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow beginning to a larger recession? Annex Wealth Management’s Derek Felske and Mark Beck discuss.

Ford raising the entry-level price of the electric F150 Lightning by $5000 for the 2023 model year

Patrick DeHaan of GasBuddy.com estimates prices rising between 15 and 30 cents more per gallon