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Two-Minute Market Focus episodes
- 8.19.24 - Inflation Continues To Trend Lower
In this week's episode, Todd provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators.
Click here to view supporting charts referenced in today's episode.4 min - 8.12.24 - Volatility Will Be With Us...
In this week's episode, Todd provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor.
Click here to view supporting charts referenced in today's episode.3 min - 8.5.24 - Discussing The Turbulence From Asia
In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up.
Click here to view supporting charts referenced in today's episode.3 min - 7.29.24 - Supportive Equity Market Momentum
In this week's episode, Todd provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet.
Click here to view supporting charts referenced in today's episode.5 min - 7.22.24 - A Durable Equity Rotation?
In this week's episode, Todd provides an update on the market and analyzes whether the "rotation" in markets could be durable.
Click here to view supporting charts referenced in today's episode.4 min - 7.15.24 - S&P 500 Earnings Durability
In this week's episode, Todd provides an update on the market and analyzes the persistent underappreciation of earnings as measured by estimated versus actual.
Click here to view supporting charts referenced in today's episode.4 min - 7.8.24 - Market Concentration Set To Lessen
In this week's episode, Todd provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance.
Click here to view supporting charts referenced in today's episode.4 min - 7.1.24 - US Election Turbulence Ahead?
In this week's episode, Todd provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration.
Click here to view supporting charts referenced in today's episode.4 min - 6.24.24 - Electric Vehicle Industry Pain
In this week's episode, Todd provides an update on the market, discusses the electric vehicle industry, and analyzes the May inflation report.
Click here to view supporting charts referenced in today's episode.4 min - 6.17.24 - Office Delinquency Rate Is Rising
In this week's episode, Todd provides an update on the market, describes how office delinquency rates have evolved over time, and discusses supply and demand for equity.
Click here to view supporting charts referenced in today's episode.5 min
About Two-Minute Market Focus
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All of the market information you need in 120 seconds or less.