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Forecasts See A Financial Storm Coming. What Now?

Dan O'Donnell shares that forecasters now indicate there is an 100% likelihood of a recession in 2023. How big of a financial storm will it be, and how long will it last? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss.

Last week: Hot CPI. This week, key earnings.

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode.

Inflation Stays Hot. Look For Another Rate Increase

Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

O’Donnell Predicts A Future Nobel Prizewinner

Using current criteria, Dan predicts who will win the Nobel Prize in the future, as he and Dave discuss our current economic climate - and where it might head. Are there positions that make sense in this current environment?
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The threat of a rail strike returns

57% of members in the 3rd largest freight union voted to oppose the agreement. Without a ratified deal, the strike threat is back.

No surprise, matching weaknesses and threats.

Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.

Employment Hasn’t Joined The Recession – Yet

While Friday’s job numbers indicated a healthy employment situation, closer scrutiny could indicate some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow beginning to a larger recession? Annex Wealth Management’s Derek Felske and Mark Beck discuss.

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