Two-Minute Market Focus

What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators.  Click here to view supporting charts referenced in today's episode.

Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in the private debt sector and provides an update on performance and recession indicators.  Click here to view supporting charts referenced in today's epi...

How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators.  Click here to view supporting charts referenced in today's episode.

The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators.  Click here to view supporting charts referenced in today's episode.

In this episode, Focus Partners’ Todd Jones examines the high performance of gold and the rebounding of Chinese stocks, sharing his opinion of what these developments could mean. He also provides an update on market performance and recession indicators.  Click here to view supporting charts referenced in today's episode.

In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators. Click here to view supporting charts referenced in today's episode.

In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators. Click here to view supporting charts referenced in today's episode.

Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators. Click here to view supporting cha...

Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.  Click here to view supporting charts referenced in today's episode.

In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators. Click here to view supporting charts referenced in today's episode.

In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets. Click here to view supporting charts referenced in today's episode. 

In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.  Click here to view supporting charts referenced in today's episode. 

In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.  Click here to view supporting charts referenced in today's episode. 

In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market. Click here to view supporting charts referenced in today's episode. 

In this episode, Chief Investment Officer Todd Jones provides an update on market performance, shares how the probability of a recession has evolved over the last few weeks, and interprets what the bond markets are suggesting.  Click here to view supporting charts referenced in today's episode. 

In this episode, Chief Investment Officer Todd Jones provides an update on the future of capital flows and what companies are saying in their earnings reports amid rising recession concerns.  Click here to view supporting charts referenced in today's episode. 

In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.  Click here to view supporting charts referenced in today's episode. 

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on February’s market performance, recent digital asset prices, and the recovery of Chinese markets.  Click here to view supporting charts referenced in today's episode. 

In this episode, Focus Partners Wealth’s Chief Investment Strategist Jason Blackwell shares his perspectives on the ongoing changes in tariff policies communicated by the current administration. 

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market’s performance this month, including fourth quarter earnings, the rising stock/bond correlation, and using gold as a diversifier.  Click here to view supporting charts referenced in today's episode. 

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.  Click here to view supporting charts referenced in today's episode. 

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market and discusses some considerations when deciding whether investors should add more international stocks. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and shares initial thoughts on 2025 financial markets. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and analyzes the commercial property price appreciation index for core sectors. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and discusses the potential for market participation to broaden out in 2025. Click here to view supporting charts referenced in today's episode.