Two-Minute Market Focus

In this week's episode, Todd provides an update on the market and discusses the wide range of potential outcomes for 2025. 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 how the US consumer continues to show strength.  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 Federal Reserve's decision to cut interest rates for the second time. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses banks leading the market higher, and analyzes the current state of office real estate. 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 low levels for both high yield and investment grade bonds. 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 what the early earnings reports may be indicating. 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 what is happening with the U.S. Treasury yield curve. 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 how a resumption in food price inflation may contribute to a cloudier inflation outlook. 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 potential impact of the People's Bank of China's most aggressive financial stimulus package since the pandemic. 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 August's US Consumer Price Index. 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 US Treasury market yield curve. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes what may happen to bonds when the Fed cuts rates, and explores whether office REITs are signaling the all clear in commercial real estate. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet. 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 whether the "rotation" in markets could be durable. 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 persistent underappreciation of earnings as measured by estimated versus actual. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses the electric vehicle industry, and analyzes the May inflation report. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, describes how office delinquency rates have evolved over time, and discusses supply and demand for equity. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, answers a common question from clients regarding volatility, and discusses whether history may be rhyming. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and explains how election year returns are, on average, positive. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses whether inflation could trend lower, and answers a common question we've been hearing from clients. Click here to view supporting charts referenced in today's episode.