The Annex Wealth Management SWOT Podcast

Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats. 

Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat. 

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast. 

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. 

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news. 

It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'? 

• Strength: The Fed's tone is changing
• Weakness: Tech wreck
• Opportunity: Ride the rotation
• Threat: Snowballing negative sentiment