Two-Minute Market Focus

What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

New IPO activity is creating an imbalanced supply-and-demand picture in the stock market. Which way will the market trend once SpaceX, OpenAI, and Anthropic become public? In this episode, Focus Partners’ Todd Jones explores how the equity market supply and demand may create imbalance as well as performance trends and correction/recession indicators.  Click here to view supporting charts reference...

How do inflation trends from the 1970s compare to the 2020s? In this episode, Focus Partners’ Todd Jones explores inflation progression, performance trends, and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

Is the bottleneck in the semiconductor sector real? In this episode, Focus Partners’ Todd Jones unpacks this timely topic and shares his thoughts on the SpaceX IPO, performance trends, and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

First quarter earnings expectations are strong, but the broader economic picture in 2026 has been anything but clear. In this episode, Focus’ Todd Jones examines whether markets may be overlooking some cautionary economic signals.  Click here to view supporting charts referenced in today's episode.

A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

Are there any signals coming from high yield or volatility markets that give us concern? In this episode, Focus Partners’ Todd Jones covers this timely topic, the current state of private equity dry powder and how it may relate to public market trading, the recent Cliffwater article featured in The Wall Street Journal, performance trends, and correction/recession indicators.  Click here to view su...

With Iran dominating the headlines, what are some initial takeaways from the conflict in the Middle East? In this episode, Focus Partners’ Todd Jones dives into this topic along with midterm elections, performance trends, and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

Trends from the fourth quarter of last year are extending into 2026. Where is the strength coming from? In this episode, Focus Partners’ Todd Jones shares information on performance trends and correction/recession indicators.  Click here to view supporting charts referenced in today's episode.

In this episode, Focus Partners’ Todd Jones breaks down the latest movements in gold and silver, provides a performance update for 2026, and highlights key recession indicators investors are watching.  Click here to view supporting charts referenced in today's episode.

What are the implications for active strategies when market dispersion is elevated? In this episode, Focus Partners’ Todd Jones shares how wide differences in asset class performance can create opportunities for active managers as fundamentals, sentiment, and economic signals diverge.  Click here to view supporting charts referenced in today's episode.

Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks. Click here to view supporting charts referenced in today's episode.

Happy holidays from Focus Partners’ Todd Jones and the “Two-Minute Market Focus” team! In the last episode of 2025, Todd shares his thoughts on market performance over the last quarter, earnings growth estimates for 2026 , outlier risks, correction/recession indicators, and more.  Click here to view supporting charts referenced in today's episode.

While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on recent market performance and recession indicators. Click here to view supporting charts referenced in today's episode.

In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what this development may mean and shares updates on recent market performance and recession indicators.   Click here to view supporting charts referenced in today...

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.