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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.

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.

Don’t be fooled by the false precision of hard data. The fact is, it’s all squishy.

Monthly averages can be driven by wild moves that have nothing to do with what month it is.

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

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.

Markets react favorably despite unemployment increase. Consumer spending also increased, but incomes didn’t keep pace. Annex Wealth Management's Brandon Lehman and Brian Jacobsen discuss.

The swing from spending on services to goods during COVID and then back towards services may be petering out.

The good news is that the Fed might feel like it can stop pumping the brakes on the economy.