Two-Minute Market Focus

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.

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.