Two-Minute Market Focus

In this week's episode, Todd provides an update on the market, analyzes whether the high interest rates are impacting corporate America, and discusses what current valuations in stocks may suggest about future returns. 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 nuances of investing at all time highs. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market and compares what the stock market was like in the early 2000s to today's market. 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 big earnings season week, and analyzes the changing market structure. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes Chinese deflation, and discusses sizable money market holdings. 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 for the US Federal Reserve cutting interest rates, and discusses why investor expectations may be too high. 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 fed funds rate during the last transition phase, and discusses why markets may have reason for 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 the evolution of inflation, and explains why we remain cautious around high yield bonds. 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 growing difference of opinion in the potential path of interest rate "cuts", and reviews the current state of the housing 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 potential for rate cuts in 2024, and discusses market concentration. 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 bond market attractiveness, and analyzes the digital asset revival. 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 current outlook for yields, and analyzes whether there is a link between unemployment and the S&P 500. 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 third quarter earnings report, and discusses the third quarter gross domestic product (GDP) report. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses volatility in the markets, and analyzes the Q3 earnings results. 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 underperformance of small companies (smallcaps), and discusses what this may tell us about the future direction of the broader stock market. 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 treasury market's poor performance, and analyzes the Leading Economic Index (LEI) trend.  Click here to view supporting charts referenced in today's episode.

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.