Two-Minute Market Focus

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.

In this week's episode, Todd provides an update on the market and explains why a political affiliation can be a bad investment guide. 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 significant weakening of the Japanese Yen currency.  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 early first quarter earnings reports, and analyzes sector performance. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, provides an update on the US Consumer Price Index, and discusses what gold may be telling us. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses US bond yields continuing to migrate higher in 2024, and analyzes what could derail the equity rally. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes current financial conditions, and explains relative valuation. 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 implications of bond yields remaining stubbornly high on shorter-term maturities. 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 is driving market activity more recently, and discusses whether we should be concerned with the momentum in stock prices. 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 is happening with Bitcoin, and discusses energy prices. Click here to view supporting charts referenced in today's episode.