Job growth is slowing
Hot labor adds to high inflation. But for the 3rd month in a row, the number of available jobs has fallen--now at the lowest level since May of 2021.Hot labor adds to high inflation. But for the 3rd month in a row, the number of available jobs has fallen--now at the lowest level since May of 2021.
The bank contagion debate. Are we seeing another 08/09 scenario?
Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".
It’s almost like we have two economies…
Big tech earnings propel strength this week while market breadth leads the weakness. Yields and quality are an opportunity while the debt ceiling continues to be a threat.
Tech Rides AI To Big Earnings
After a soft opening to the week due to First Republic news, the tech sector report mostly positive earnings. Could we be seeing a soft landing instead of a deep recession? Annex Wealth Management's Dave Spano and Jason Cooper discuss.
Fewer job postings for White Collar jobs?
According to Indeed, companies are posting fewer jobs, particularly for white-collar roles in software, human resources, banking, and finance.
Banking trouble ahead?
Bank trouble is one of the most obvious areas where markets and macro intersect — a healthy banking system is a necessary precondition for a healthy economy
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America’s most affordable EV is going away
A day after announcing a $3 billion investment in a joint EV battery project with Samsung, GM announced it’s killing one of the OG EV’s—the Chevy Bolt. Battery fires and slow sales will do that.
Tucker Carlson, Don Lemon, and the Debt Ceiling
Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.
Is the US Dollar losing its dominance?
China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat.
Awaiting Big Tech Earnings
Tesla’s stock fell as it indicated it was willing to trade profits for market power. The larger banks showed strength, but many analysts are waiting for earnings reports from a few large tech names. Just a few tech companies have driven the S&P’s surge so far this year. Will their success continue? Annex Wealth Management’s Dave Spano and Derek Felske discuss.