In Partnership with Annex

As the Fed works to stomp out inflation, could it commit another policy error in raising rates too much, too fast? What factors could change how investors think about the economy and buying opportunities today?

Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threat of "the China situation".

All major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming energy crisis. What are the odds of a recession in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Last year, demand was high so retailers didn’t feel pressure to offer discounts. It’s different this year. Stores have excess inventory

1987's drop of 508 points was equal to 7,000 today.

Remember when the biggest issue for homebuilders was finding land to build on and the labor to do it?

Dan O'Donnell shares that forecasters now indicate there is an 100% likelihood of a recession in 2023. How big of a financial storm will it be, and how long will it last? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss.

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode.

Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

The rally kicked in, finishing with a 1370 point swing to the positive.