Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
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A key CPI reading
Headline number shows US consumer prices rose only slightly in March due to lower energy costs, but broader inflation remained high and showed no signs of quickly subsiding.
How much do you love football?
YouTube TV is the new home of the Sunday Ticket—part of a $2 billion-a-year deal to stream out-of-market games.
Cash on the sidelines presents an opportunity
Does the market see sunnier days ahead? Watch for weakness with equity valuations as we head into weaker-than-expected earnings. Are we seeing the next market bottom? Beware of the threat of a credit crunch.
Odds Weaken For Another Fed Hike
Manufacturing numbers, jobless claims, and hiring intentions all indicate that the Fed's goal of weakening the economy to slow inflation seems to be nearing. Eyes turn to earnings, where some analysts feel we'll learn much about what's to come. Annex Wealth Management's Dave Spano and Derek Felske discuss.
Thanks for nothing, OPEC
With OPEC reducing its output by over 1.1 million barrels a day, there might be a double whammy at the pump.
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JOLTs vs Friday’s Labor Department report
According to today’s JOLTs report, openings fell below 10 million in February, the first time in almost 2 years.
Indictment Eve
As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approaching---is it time to bring the word ‘austerity’ to the discussion?
The pause and the pivot.
Strengths include the outperformance of the Nasdaq--and stocks in general. Weakness is the potential for falling market breadth along with stocks falling below the 200 day moving average. Opportunities exist with China reopening along with other Emerging Market potential. Threats still exist with inflation being stickier.
Is This The Eye Of The Storm?
Markets closed up, led by small-caps this week. The NASDAQ is up over 20% this year. It may appear like we’ve averted a big dip, but some analysts wonder if we’re just experiencing the eye of the storm. Some think the consequences of rate hikes have yet to be seen. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.