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FAQs about Two-Minute Market Focus:How many episodes does Two-Minute Market Focus have?The podcast currently has 202 episodes available.
July 10, 20237.10.23 - Equity Market Dispersion is a ProblemIn this week's episode, Todd provides an update on the market, analyzes why the equity market dispersion could be a problem, and discusses how the driver of home prices appears to be a result of very tight housing supply. Click here to view supporting charts referenced in today's episode....more4minPlay
June 26, 20236.26.23 - Could We See Similar Issues as the UK?In this week's episode, Todd provides an update on the market, analyzes the expectation for where Federal Reserve members think the Fed Funds rate will be over time, and discusses the similarities between US and UK economies. Click here to view supporting charts referenced in today's episode....more4minPlay
June 12, 20236.12.23 - When Should We Get Concerned?In this week's episode, Todd provides an update on the market, analyzes high yield bonds continuing to suggest deteriorating fundamental conditions, and discusses the potential impact of individual investor sentiment breaching into extreme territory.Click here to view supporting charts referenced in today's episode....more4minPlay
June 05, 20236.5.23 - Are REITs Bottoming?In this week's episode, Todd provides an update on the market, discusses the top seven performing S&P 500 stocks, and analyzes whether real estate investment trusts (REITs) are potentially bottoming or if brighter days could be ahead. Click here to view supporting charts referenced in today's episode....more4minPlay
May 22, 20235.22.23 - Continued Dissonance in the Bond MarketIn this week's episode, Todd provides an update on the market and reacts to the prediction of where the Federal Funds rate will be at year-end. Click here to view supporting charts referenced in today's episode....more3minPlay
May 15, 20235.15.23 - High Yields Have Been Too Quiet...In this week's episode, Todd provides an update on the market, analyzes what the last debt ceiling experience could potentially tell us about this time, and explains why we believe high yield bonds have been too quiet. Click here to view supporting charts referenced in today's episode....more5minPlay
May 08, 20235.8.23 - How Could Inflation Impact the Tech Sector?In this week's episode, Todd provides an update on the market, analyzes the potential impact of elevated inflation on the technology sector, and discusses how the continued strength in the labor market has impacted the Fed's interest rate policy.Click here to view supporting charts referenced in today's episode....more4minPlay
May 01, 20235.1.23 - Is the Concentration of Gains Concerning?In this week's episode, Todd provides an update on the market, analyzes the better-than-expected earnings reports, and discusses why the concentration of gains could be concerning.Click here to view supporting charts referenced in today's episode. ...more4minPlay
April 24, 20234.24.23 - The Debt Ceiling Saga ContinuesIn this week's episode, Todd provides an update on the market, discusses money market assets reaching an all-time high, and analyzes the ongoing US debt ceiling debate. Click here to view supporting charts referenced in today's episode....more5minPlay
April 17, 20234.17.23 - What is Gold Telling Us?In this week's episode, Todd provides an update on the market, analyzes whether equity markets could go further up, and shares his thoughts on gold as a possible diversifier in portfolios. Click here to view supporting charts referenced in today's episode....more4minPlay
FAQs about Two-Minute Market Focus:How many episodes does Two-Minute Market Focus have?The podcast currently has 202 episodes available.