In Partnership with Annex
The jobs number and incoming earnings
Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.
Is Jobs Numbers Too Good To Be True?
Friday’s jobs number came in hot, but some analysts wonder if it’s too good to be true. What would that mean for upcoming rate cuts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Investing In Art | New 401(k) Options Don’t Work For Me
about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Investing In Art; New 401(k) Options Don't Work For Me
The Magnificent 7 Swing States
Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.
China’s shock and awe
China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.
GDP Revisions Show Strength. Consumers Disagree
GDP Revisions and news that China intends to stimulate their economy have positive repercussions - even in Europe. But why does consumer sentiment disagree with the positivity? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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Housing, nukes, and volatility
Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.
Forecast Isn’t Sunny – Or Rainy
The Fed’s 50 basis point cut may have been “catching up” – or just in time. But what is the economic forecast moving forward? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
If (________) happens, you will have a recession
The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.
Fed week
Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.