In Partnership with Annex
Kamala Harris’ shifting economic policy
It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate.
Another hangover like 2019?
Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.
Signs of Consumer Exhaustion?
Nvidia’s earnings didn’t sparkle as some predicted, but the markets didn’t follow Nvidia’s drop. Is that a good sign for the economy? Are we beginning to see signs of consumer exhaustion? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
The proposed $5 Trillion tax increase
Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything.
Time to cut? The Fed vs The Market
There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.
Cuts Coming: How Many, How Much, Unclear
Fed Chairman Powell indicated that cuts to the Fed Funds rate are imminent - but it remains to be seen how much and when. Will the BLS reporting error affect the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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Volatility produces a lot of opportunity
Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a...
Recession Fears Fade
Annex Wealth Management's Brian Jacobsen discusses the factors that led to a better-than-expected retail sales report.
Why fear the first cut?
The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask...
Sometimes strengths can bleed over to weaknesses
Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed...