Sponsored Content
This content is made possible by our sponsors. Click here to learn more.
The (Jerome) Powell Pushback
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?
Eyes on the Fed
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.
Positive Jobs Report, Bad News For Interest Rates
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.
Sticking the soft landing?
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.
Will There Be A Recession In 2024?
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.
“He thinks he’s JFK”
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.
- Advertisement -
Opportunity and Threats as equals?
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.
Tech Pushes S&P 500 Above Previous Peak
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss tech, the World Economic Forum, and when the Fed might cut rates.
The ‘AI Chaser’
The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat.
Inflation Mixed Messages: CPI Hot, PPI Not
The recent Consumer Price Index and Producer Price Index reports are giving mixed messages for inflation. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.