Annex Wealth Management

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.

New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.

Annex Wealth Management's Dave Spano and Derek Felske discuss the Jackson Hole Fed meeting, interest rates, and the possibility of a credit event.

Unlike paying taxes where there is a deadline, the economy does not obey the clock.

Existing home sales in July fell 16.6% from a year prior but new home sales are up 31.5%

Government bond yields have been mostly driven by increases in real yields. What does that even mean?

Dan and Dave discuss the growing--and looming--US debt.

Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening.

Economists previously guaranteed a recession - but the recent Atlanta Fed Report says otherwise. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

What's the difference? The monthly job reports are a good example.

Most people think business cycles are actual cycles, but they're more like a rollercoaster.

Is the Chinese economy a "ticking timebomb"? Annex Wealth Management's Chief Economist Brian Jacobsen takes a look.