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Any time you see 90% of economists agree on something…
Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year?
Parts of the consumer base are starting to suffer
The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers.
Better-Than-Feared Earnings Report Season
Alphabet, Meta, Microsoft, and Intel report better-than-expected results. The Fed raises interest rates 25 basis points. Is investing in AI a drag on earnings? Annex Wealth Management’s Derek Felske is here to discuss.
Why didn’t the Fed just phone it in?
The big disagreement within the Federal Reserve isn’t about today’s move, but about whether there’s more to come, or, if this is good enough.
Can China turn it around?
China’s politburo, the central committee of the Chinese Communist Party, said the government will step up policy support for the economy.
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Focus on agriculture and commodities
Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities.
Earnings Season Shows Resilient Consumer & Jobs Market
What is the current state of the economy and where might it be heading? Annex Wealth Management's Mark Beck and Brian Jacobsen discuss.
The leading economic indicator that leads nowhere?
The Leading Economic Index has been negative 15 months in a row. If it’s leading, how far behind is the economy?
Why do markets sometimes react wildly to small numbers?
A company earns one dollar less per share than expected and the stock tanks. What gives? Why do little numbers seem to have big effects on markets?
