Two-Minute Market Focus

In this week's episode, Todd provides an update on the market, analyzes bonds trading at average yield levels, and discusses why bonds may be signaling challenges ahead. 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 the top seven companies have on the S&P 500, and reviews the IPO activity.  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 differences in bond default rates, and discusses how politics historically have had little to do with return.  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 we should consider adding to international holdings, and discusses emerging 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 the potential of trouble in the Chinese real estate sector, and analyzes WeWork's recent earnings report. 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 risk of yields pressing higher, and discusses what happened in 2000 to the leaders of that era. 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 could be driving recent investor anxiety, and discusses the recession signal getting stronger. 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 progression of inflation, and discusses what earnings season trends may be emerging from the prior quarter. 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 previous cycles tell us about where commodities may go from here, and discusses the difference in valuation of small cap versus large cap stocks. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes why the equity market dispersion could be a problem, and discusses how the driver of home prices appears to be a result of very tight housing supply. 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 expectation for where Federal Reserve members think the Fed Funds rate will be over time, and discusses the similarities between US and UK economies. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes high yield bonds continuing to suggest deteriorating fundamental conditions, and discusses the potential impact of individual investor sentiment breaching into extreme territory. 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 top seven performing S&P 500 stocks, and analyzes whether real estate investment trusts (REITs) are potentially bottoming or if brighter days could be ahead. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and reacts to the prediction of where the Federal Funds rate will be at year-end. 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 last debt ceiling experience could potentially tell us about this time, and explains why we believe high yield bonds have been too quiet. 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 elevated inflation on the technology sector, and discusses how the continued strength in the labor market has impacted the Fed's interest rate policy. 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 better-than-expected earnings reports, and discusses why the concentration of gains could be concerning. Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, discusses money market assets reaching an all-time high, and analyzes the ongoing US debt ceiling debate.  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 equity markets could go further up, and shares his thoughts on gold as a possible diversifier in portfolios.  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 the falling US dollar will be a problem for portfolios, and discusses a contraction in European bank lending.  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 energy market potentially making a comeback, and analyzes the possible impact of commercial real estate values declining.  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 bank failures by year since 1980, and discusses potential impacts of bank stress.  Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses UBS agreeing to acquire Credit Suisse, and analyzes non-banking system assets like Bitcoin and gold. 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 recent spike in bank closures, and discusses whether last week's employment report could complicate the inflation picture.  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 Softbank has to do with a market bottom, and analyzes if there is still gas left in the tank for the energy sector.  Click here to view supporting charts referenced in today's episode.