How do recent readings in the manufacturing and services sectors help shape our view of the U.S. economy? In this episode, Focus’ Todd Jones discusses recent market performance, the underlying strength in key areas of the economy, and why the bond market remains an important signal for investors to watch.

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Markets have continued to climb despite volatility across commodities, equities, and fixed income. In this episode, Focus’ Todd Jones breaks down year-to-date performance trends, small-cap leadership, earnings growth expectations and the continued rise in AI capital spending. 

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Credit markets have settled into a quieter stretch, with volatility subdued and trading largely range-bound. In this episode, Focus’ Todd Jones shares how spreads might be starting to suggest a different outcome later this year, and takes a look at recent market performance and key correction/recession indicators.

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What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators. 

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New IPO activity is creating an imbalanced supply-and-demand picture in the stock market. Which way will the market trend once SpaceX, OpenAI, and Anthropic become public? In this episode, Focus Partners’ Todd Jones explores how the equity market supply and demand may create imbalance as well as performance trends and correction/recession indicators. 

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How do inflation trends from the 1970s compare to the 2020s? In this episode, Focus Partners’ Todd Jones explores inflation progression, performance trends, and correction/recession indicators. 

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The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators. 

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Is the bottleneck in the semiconductor sector real? In this episode, Focus Partners’ Todd Jones unpacks this timely topic and shares his thoughts on the SpaceX IPO, performance trends, and correction/recession indicators. 

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First quarter earnings expectations are strong, but the broader economic picture in 2026 has been anything but clear. In this episode, Focus’ Todd Jones examines whether markets may be overlooking some cautionary economic signals. 

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A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators. 

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