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Two-Minute Market Focus episodes
- 6.10.24 - The Low Volatility Puzzle
In this week's episode, Todd provides an update on the market, answers a common question from clients regarding volatility, and discusses whether history may be rhyming.
Click here to view supporting charts referenced in today's episode.5 min - 6.3.24 - Analyzing Election Year Performance
In this week's episode, Todd provides an update on the market and explains how election year returns are, on average, positive.
Click here to view supporting charts referenced in today's episode.4 min - 5.20.24 - Is Inflation Cooling?
In this week's episode, Todd provides an update on the market, discusses whether inflation could trend lower, and answers a common question we've been hearing from clients.
Click here to view supporting charts referenced in today's episode.5 min - 5.13.24 - Politics and Investing
In this week's episode, Todd provides an update on the market and explains why a political affiliation can be a bad investment guide.
Click here to view supporting charts referenced in today's episode.3 min - 4.29.24 - Japanese Currency Crisis?
In this week's episode, Todd provides an update on the market and analyzes the significant weakening of the Japanese Yen currency.
Click here to view supporting charts referenced in today's episode.4 min - 4.22.24 - Early Q1 Earnings Picture
In this week's episode, Todd provides an update on the market, reviews the early first quarter earnings reports, and analyzes sector performance.
Click here to view supporting charts referenced in today's episode.4 min - 4.15.24 - What Could Gold Be Telling Us?
In this week's episode, Todd provides an update on the market, provides an update on the US Consumer Price Index, and discusses what gold may be telling us.
Click here to view supporting charts referenced in today's episode.4 min - 4.8.24 - What Could Derail The Rally In Stocks?
In this week's episode, Todd provides an update on the market, discusses US bond yields continuing to migrate higher in 2024, and analyzes what could derail the equity rally.
Click here to view supporting charts referenced in today's episode.
4 min - 3.25.24 - A Look At Financial Conditions
In this week's episode, Todd provides an update on the market, analyzes current financial conditions, and explains relative valuation.
Click here to view supporting charts referenced in today's episode.4 min - 3.18.24 - Bonds Not Buying Rate Cuts... Yet
In this week's episode, Todd provides an update on the market and discusses the potential implications of bond yields remaining stubbornly high on shorter-term maturities.
Click here to view supporting charts referenced in today's episode.3 min
About Two-Minute Market Focus
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All of the market information you need in 120 seconds or less.