In Partnership with Annex

The return of supply chain issues?

Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.

Rate Cuts: Are We There Yet?

Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Does That Influencer Have Credibility? | Matching What I See On CNBC

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Does That Influencer Have Credibility? | Matching What I See On CNBC

Mojo and Stagflation

Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.

What’s on the horizon for rate cuts?

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the potential impact of the rate cuts expected in 2024-2025.
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Cash Account Next Moves | Feeling Overexposed With A Single Stock

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Fred Coleman, CFP® & Ken Bellinger, MBA, CFA® answer your questions on: - Cash Account Next Moves - Feeling Overexposed With A Single Stock

AI Woodstock

Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.

We’ve identified that huge sucking sound

Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.

Inflation Pops, Bonds Drop

CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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