In Partnership with Annex
Spending: good for now…
This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed.
Does The Sharply Inverted Yield Curve Mean Recession?
Historically, an inverted yield curve tends to foretell a coming recession. But Goldman Sachs announced a recession may not be imminent. Who's more likely to be right? Annex Wealth Management's Dave Spano and Derek Felske discuss.
Retail’s Holiday Dilemma
Consumer spending has been healthy but RetailMeNot’s survey says roughly half of shoppers plan on scaling back.
Sticky fingers hurt Target
Organized retail crime has reduced Target's gross profit margin by $400 million so far this year.
About Last Week’s Episode? Never Mind.
Dave and Dan weren't the only ones fooled by the polls last week. Moving on, what's next for the economy while dealing with divided government? Plus, Dan reports a Fyre Festival vibe from the FTX meltdown.
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Too early for market pricing assuming the end of a tightening cycle?
We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle.
Inflation Softer Than Expected, Keeping An Eye On US Dollar
Thursday brought the best returns in seven years, with inflation continuing a downward trajectory. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.
Midterms from 30,000 feet
At stake is billions of dollars in infrastructure spending. Congress will influence how much money flows and how quickly it can be spent.