Annex Wealth Management

Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.

Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Now appearing: ChatGPT scams

Is it possible to cool the labor market without spiking unemployment? Powell says yes—but it would be "against history".

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.

Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".

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.

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.

According to Indeed, companies are posting fewer jobs, particularly for white-collar roles in software, human resources, banking, and finance.

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

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.

Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.