Two-Minute Market Focus

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.

In this week's episode, Todd provides an update on the market, analyzes what a more restrictive monetary policy position could mean for interest rates, and discusses how small/mid-sized companies have historically performed in periods of high inflation. 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 Q4 earnings season could potentially indicate for stocks in 2023, and discusses the recent shift in price momentum in digital assets. 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 future returns could potentially look like given the very negative sentiment, and discusses whether to reconsider European equity positions. 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 significance of no current outstanding negative yielding bonds, and analyzes the potential short term support for bonds. 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 possibility of trouble brewing in commercial real estate, and analyzes the current state of inflation and how it has progressed over the past two years. 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 possibility of inflation continuing to cool off, and reviews cryptocurrency's movement in 2022. 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 possibility of a growth versus value regime shift, and reviews the potential for a housing collapse. 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 key takeaways from the volatility index, and explains why we are closely monitoring the relative price performance of S&P 500 Growth versus S&P 500 Value companies. 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 of the unexpected Consumer Price Index (CPI) report, and discusses bond yields moving lower on the back of a cooling CPI. Click here to view supporting charts referenced in today's episode.