Two-Minute Market Focus

In this week's episode, Todd provides an update on the market, explains how talks of a ceasefire impacted markets, and analyzes the likelihood of a recession in the near future. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, explains why Russia's absence of production is impacting commodity prices, and discusses how corporate stock buybacks could play an increasingly important role in 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, analyzes how the war in Ukraine could continue to create volatility in the markets and inflation in commodities, and compares our current situation to the stagflation experienced in the 1970s. 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 positive earnings reports despite the Russia/Ukraine tensions, and analyzes the market reaching "oversold" conditions.  Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes how Russia/Ukraine tensions could potentially affect financial markets, and reviews the bond market's recent movement.  

In this week's episode, Todd provides an update on the market, analyzes why the recent positive jobs report is causing anxiety in the bond market, and discusses the implications for the future of Bitcoin. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, analyzes how the announcement of the Federal Reserve potentially tightening financial conditions impacted investors, and discusses positive early indications.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, discusses potential reasons why markets continue to go lower, and reviews whether or not a turnaround could be on the horizon. 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 potential impact of bond yields continuing to push higher, and discusses the current trend of value stocks finding favor with investors. 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 persistent Chinese underperformance, and discusses the potential impact of easy-money policy unwinding. 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 investors do not appear to be concerned despite labor challenges, and highlights corporate stock buyback approaching an all-time-high number.  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 potential for positive returns into year-end, and analyzes the possibility of inflation reaching its peak.  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 impact the new COVID-19 variant had on markets last week, and analyzes the possibility of a positive December in stocks.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, explains the potential correlation between bond yields and COVID in Europe, and analyzes the recent trend in company break-ups. 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 downsides of high consumer prices continuing, and analyzes the modest infrastructure package approved by the US House last week. Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, emphasizes the importance of small caps pushing higher, and explains how bond price movements are becoming more sensitive to changes in interest rates.  Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, highlights the dramatic increase in earnings for Q3 2021, and emphasizes the significance of European interest rates on the verge of breaking positive. 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 strong earning reports, and explains why investors should think twice about purchasing Bitcoin's first ETF.  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 for a 1970s style stagflation, and highlights the importance of the SEC approving the first futures-based ETF for Bitcoin.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, dives into the weaker-than-expected jobs report, and analyzes the potential impact of declining COVID infections on the market.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, explains what's causing the staggering increase in natural gas prices, and analyzes the uptrend of merger and acquisition volumes.  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 impact of China's Evergrande Crisis, and provides insights from last week's Federal Reserve press releases.  Click here to view supporting charts referenced in today's episode. 

In this week's episode, Todd provides an update on the market, discusses how long key economic data can continue to keep up with consensus, and dissects why Chinese markets remain uninvestable.    Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, discusses whether the progression of negative surprises in economic data is concerning, and considers the potential impact of central banks expecting to be net sellers of bonds by mid-2022.  Click here to view supporting charts referenced in today's episode.

In this week's episode, Todd provides an update on the market, how the yield environment is impacting flows, and momentum continues to drive the market.  Click here to view supporting charts referenced in today's episode.