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Money Talk 4-5-25
Saturday, April 5th. Policy: Bite the Bullet. Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt lik…
Published on 4 months, 2 weeks ago
Money Talk 3-28-25
Saturday, March 29th. Policy: This may hurt a bit. With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-R…
Published on 4 months, 3 weeks ago
Money Talk 3-22-25
Saturday, March 22nd. The faint aroma of stagflation. The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance …
Published on 5 months ago
Money Talk 3-15-25
Saturday, March 15th. Growth: From Bump to Slump? Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on …
Published on 5 months, 1 week ago
Money Talk 3-8-25
Saturday, March 8th. March. In like a lion. Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen p…
Published on 5 months, 2 weeks ago
Money Talk 3-1-25
Saturday, March 1st. Consumer confidence drops. Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, lea…
Published on 5 months, 3 weeks ago
Money Talk 2-22-25
Saturday, February 22nd. Hitting the pause button. Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave…
Published on 6 months ago
Money Talk 2-15-25
Saturday, February 15th. Lots of tariff talk, but little action 25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian…
Published on 6 months, 1 week ago
Money Talk 2-8-25
Saturday, February 8th. Not a trade war. Yet. Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Le…
Published on 6 months, 2 weeks ago
Money Talk 2-1-25
Saturday, February 1st. DeepSeek week. More questions than answers. The week was action-packed, starting with the DeepSeek freakout. Is the technology that much more efficient? Did China cheat? Regar…
Published on 6 months, 3 weeks ago