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Money Talk 12-2-23
Consumer confidence and spending up. Is it enough? Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave S…
2 years, 3 months ago
Money Talk 11-25-23
Saturday, November 25th. Longer pause and faster cuts? Market is pricing in a first cut by June and then a gradual descent. What if the pause is long…
2 years, 4 months ago
Money Talk 11-18-23
Saturday, November 18th. Growth: Weaker isn't weakness, yet. Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen co…
2 years, 4 months ago
Money Talk 11-11-23
Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low. Despite not having a recession, it's a strange strange w…
2 years, 4 months ago
Money Talk 11-4-23
Earnings season has been good, but guidance hasn’t. Nearly 80% of companies beat earnings expectations. The real news was in the conference calls whe…
2 years, 4 months ago
Money Talk 10-28-23
Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' …
2 years, 5 months ago
Money Talk 10-21-23
The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earni…
2 years, 5 months ago
Money Talk 10-14-23
Hotter than expected CPI arrived this week. What's that mean---especially from the Fed's point of view? Baby Boomers have substantial assets, how is…
2 years, 5 months ago
Money Talk 10-14-23
Hotter than expected CPI arrived this week. What’s that mean—especially from the Fed’s point of view? Baby Boomers have substantial assets, how is ‘…
2 years, 5 months ago
Money Talk 10-7-23
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Manageme…
2 years, 5 months ago