Two-Minute Market Focus

In this week's episode, Todd provides an update on the market, analyzes what a more restrictive monetary policy position could mean for interest rates, and discusses how small/mid-sized companies have historically performed in periods of high inflation. 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 the Q4 earnings season could potentially indicate for stocks in 2023, and discusses the recent shift in price momentum in digital assets. 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 future returns could potentially look like given the very negative sentiment, and discusses whether to reconsider European equity positions. 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 significance of no current outstanding negative yielding bonds, and analyzes the potential short term support for bonds. 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 possibility of trouble brewing in commercial real estate, and analyzes the current state of inflation and how it has progressed over the past two years. 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 possibility of inflation continuing to cool off, and reviews cryptocurrency's movement in 2022. 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 possibility of a growth versus value regime shift, and reviews the potential for a housing collapse. 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 key takeaways from the volatility index, and explains why we are closely monitoring the relative price performance of S&P 500 Growth versus S&P 500 Value companies. 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 impact of the unexpected Consumer Price Index (CPI) report, and discusses bond yields moving lower on the back of a cooling CPI. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, reviews the reported S&P earnings, and compares today's technology stocks to what occurred in the 1970s. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, compares the stock market to a similar pattern that occurred post World War II, and discusses the important outcome of declining negative-yielding bonds. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, reviews the current state of high yield bonds, and analyzes how the Chinese stock market could potentially impact us. 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 potential impact of the bond market, and reviews the rare performance of stocks and bonds so far in 2022.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, reviews the impact of quantitative tightening, and analyzes what history tells us about bear markets. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses what tame credit markets may indicate, and analyzes the challenging position of European financials. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes how currency movements are creating volatility in other markets, and discusses the potential for equity markets nearing a bottom. 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 possibility that bonds may be approaching a transition phase, and encourages investors to keep a long-term view throughout the turbulent times in the market. 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 changes in the US Treasury yield curve, and highlights the shifting housing market dynamics. 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 crisis in European energy markets, and highlights the potential impact of share buybacks likely to increase. 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 "real" interest rates may indicate about a potential move in actual interest rates, and reviews what could happen when emerging markets move in the other direction. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes whether energy prices are actually overpriced as suggested by recent media coverage, and adds another item to our "What Could Go Right" list. 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 recession schematics, and highlights non-government bonds painting a rosier picture.  Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, explains the importance of holding a high-quality bond portfolio, and highlights the new legislation optimism.  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 rising stocks could potentially indicate for the future of the markets, and discusses the potential impact of commodity prices on CPI. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses what the bond market may be telling us about a future recession, and analyzes the potential impact of rapidly declining commodity prices. Click here to view supporting charts referenced in today's episode.