A focus on fixed income
Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields.
Markets Slow As Energy Creeps Higher
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
The Big 10 Goes Big Time.
NCAA D1's oldest conference has added schools on both coasts - and now, has a $7B payday.
Bear Market Rally or New Bull?
Many analysts have wondered what sort of rally the markets have been experiencing.
Walmart’s Earnings: Everyone’s A Bargain Hunter, Now
Walmart beat Q2 expectations and is sticking with its optimistic predictions for year-end 2022, as more middle- and high- income shoppers seek bargains.
New Bull or Bear Market Rally?
Analysts believe the Inflation Reduction Act's passage won't have an impact on inflation, but inflation may have peaked. Does that mean we'll return to inflation numbers of just a few years ago? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of the new bill, and where inflation may settle into the future.
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Increased inflows may be a sign of confidence
For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.
Inflation May Have Peaked
CPI and PPI numbers show that inflation is still hot year over year, but may have reached its peak. Markets seem to think so – both small caps and the S&P are up. What’s next? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Housing Prices Climb – But Cancellation Rates Are Up, Too
Another reason to love your home. According to the National Association of Realtors, the median 2nd quarter sales price is still climbing. Homebuilding cancellation rates are growing, too.
CPI drops. A bit.
The 8.5% year-over-year rise came in under the estimate and down from last month’s 9.1% gain.
