The Annex Wealth Management Blog

Here's what some local economists say about what's been going on with the stock market In The News | April 15, 2025 Milwaukee Journal Sentinel   First tariffs were placed on dozens of countries and the stock market reacted poorly. Then President Donald Trump said...

Data-Hungry Investors Dive Deep for Economic Clues In The News | March 23, 2025 Wall Street Journal   Anxiety about the U.S. economy is prompting traders to scour every economic report for nuggets of fresh information, at times diving into data they used to...

Watch CNBC’s Interview With Annex Wealth’s Brian Jacobsen and Piper Sandler’s Craig Johnson In The News | March 13, 2025 CNBC Annex Wealth Management's Brian Jacobsen and Piper Sandler’s Craig Johnson, join ‘Power Lunch’ to discuss the market sell-off, buying the dips...

Major Stock Sell-Off Follows Disappointing Jobs Report In The News | August 5, 2024 The Pinnacle Gazette On August 2, 2024, the stock market witnessed sharp declines following the release of disappointing job growth figures for July. The Dow Jones Industrial Average...

The Two Main Market Drivers Heading Into September In The News | July 18, 2024 Yahoo Finance The tech-heavy Nasdaq Composite (^IXIC) logged its worst day this week since 2022 as investors have begun to rotate out of Big Tech stocks. The addition of furthering...

Where Are Stocks & Bonds Headed From Here? In The News | May 21, 2024 Talk ETFs  Inflation keeps surprising to the upside, but stocks have largely shrugged it off. Are investors being complacent or is there a reason for the stock market’s resiliency? In this...

Journal Record Index: Dow closes above 40,000 for first time In The News | May 20, 2024 The Journal Record   It was a buoyant week for Wall Street, with the iconic Dow industrials breaking the 40K barrier as our trading session ended May 17, 2024. The Labor...

Wall Street Pulls Back From Its Record After Shaky Day In The News | March 9, 2024 The Korea Times   Wall Street pulled back from its record Friday after a shaky day of trading, putting at least a temporary halt to its largest rally since Halloween. The S&P...

Risk Is Fun Until It Results In Down Markets, Says Annex Wealth's Brian Jacobsen In The News | February 27, 2024 CNBC   Brian Jacobsen, Annex Wealth Management Chief Economist, joins 'Power Lunch' to discuss investing in small caps versus big tech. This website...

How Investors Should Prepare For PCE Data, AI Bubble Woes In The News | February 26, 2024 Yahoo Finance   Annex Wealth Management Chief Economist Brian Jacobsen joins Yahoo Finance to discuss the upcoming PCE report and what investors need to know to best...

Wall Street Closes Out Its 10th Winning Week In 11 With A Mixed Finish In The News | January 12, 2024 Detroit News   New York – Wall Street closed its 10th winning week in the last 11 with a mixed finish Friday following an encouraging report on inflation. The...

Slightly Hot Dec US CPI Suggests Fed Won't Rush To Cut In The News | January 11, 2024 Reuters   NEW YORK, Jan 11 (Reuters) - U.S. consumer prices increased more than expected in December as rents maintained their upward trend, which could delay a much anticipated...

Annex Wealth Mgmt's Jacobsen on Global Markets In The News | January 11, 2024 Bloomberg   Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses his outlook and investment strategies for global markets, and explains why he is optimistic about...

EMEA Morning Briefing: Markets To Track Fresh Middle East Tensions In The News | January 11, 2024 Morningstar   MARKET WRAPS Watch For: U.K. GDP, industrial production, trade; France consumer spending; trading updates from Wood Group (John), Dechra...

Annex's Jacobsen Weighs Risk of Bumpy Landing In The News | December 28, 2023 CNBC   Annex Wealth Management Chief Economist Brian Jacobsen explains why the Federal Reserve may inadvertently turn a “soft-landing” into a “bumpy-landing.” He speaks with Bloomberg's...

Global Markets: Stocks Advance, Treasury Yields Jump After US Payrolls Report In The News | December 8, 2023 Yahoo Finance   NEW YORK, Dec 8 (Reuters) - A gauge of global stocks climbed on Friday, poised for its sixth straight week of gains, while U.S. Treasury...

Stock Market Today: Wall Street Hits 2023 High As It Mulls Whether Economy Is Too Warm Or Just Right In The News | December 8, 2023 The Washington Post   NEW YORK — Wall Street climbed back to its best level in 20 months on Friday following a...

Treasuries: U.S. Yields Lower After GDP Data, Fed Comments In The News | November 29, 2023 Yahoo Finance   NEW YORK, Nov 29 (Reuters) - U.S. Treasury yields were lower on Wednesday, with the benchmark 10-year Treasury note on track for a third straight session of...

A Recession Wouldn’t Be As Bad As CFOs Expect, Says Annex’s Brian Jacobsen In The News | November 28, 2023 CNBC   CNBC’s Mike Santoli and Brian Jacobsen, Annex Wealth Management chief economist, join ‘Power Lunch’ to discuss CNBC’s CFO survey results and markets....

Investors Are Seeking Interest Rate Stability: Economist In The News | November 24, 2023 Yahoo Finance   Yahoo Finance Live sits down with Annex Wealth Management Chief Economist Brian Jacobsen to discuss the probability of another interest rate hike by the...

S&P 500 Barely Gains While Dow Ends Lower As Cisco & Walmart Drag In The News | November 16, 2023 Reuters   Nov 16 (Reuters) - The S&P 500 and the Nasdaq managed to eke out tiny gains on Thursday while the Dow Industrial Average (.DJI) ended slightly...

Don’t Blame The Fed For High Interest Rates In The News | November 15, 2023 Talk ETFs   Higher bond yields may be here to stay, but don’t blame the Fed for causing them. In this episode of Talk ETFs, Brian Jacobsen, Chief Economist at Annex Wealth Management,...

Dollar Sinks After Data Shows US Inflation Cooling In The News | November 14, 2023 Yahoo Finance   The dollar fell more than 1% against major currencies on Tuesday after U.S. consumer price data showed the pace of inflation moderating further in October,...

Instant view: Cooler October US CPI Raises Confidence That Fed Hikes Done In The News | November 14, 2023 Reuters   NEW YORK, Nov 14 (Reuters) - U.S. consumer prices were unchanged in October amid lower gasoline prices, and underlying inflation showed signs of...

As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May In The News | November 14, 2023 Reuters   Nov 14 (Reuters) - Cooling inflation will allow the Federal Reserve to forgo any more interest rate hikes and indeed to start cutting rates by May, traders bet on...

Instant View: US Jobs Growth Slows More Than Expected In October In The News | November 3, 2023 Reuters   NEW YORK, Nov 3 (Reuters) - U.S. job growth slowed more than expected in October in part as strikes by the United Auto Workers (UAW) union against Detroit's...

Instant View: US Treasury Increases Size Of Most Of Its Debt Auctions In The News | November 1, 2023 Reuters   The U.S. Treasury Department on Wednesday said it plans to "gradually" increase the size of most of its debt auctions in the November 2023 to January...

Treasury Bonds Could Be 'Bigger Issue' For Markets Than Fed In The News | October 30, 2023 Reuters   A huge week lies ahead for investors watching the Federal Reserve's interest rate announcement, the Treasury Department's bond issuance, and more earnings reports...

Attack On Israel Boosts Appeal Of Gold, Safe-Haven Assets In The News | October 8, 2023 Reuters   The violence in Israel that erupted this weekend is prompting a move into safe-haven assets as investors closely watch events in the Middle East to gauge the...

Wall Street Sees Growth As Jobs News Sparks Positive Momentum In The News | October 7, 2023 Vigour Times   The stock market experienced a dramatic turnaround on Friday, erasing its morning losses after a closer examination of a surprisingly strong report on the...

The US Job Market Report Sparks Volatility On Wall Street In The News | October 6, 2023 Clayton County Register   Wall Street experienced a volatile day of trading as investors digested a strong report on the US job market. Initially, stocks tumbled after the...

Instant View: US Job Growth Smashes Expectations, Raising Prospects For Rate Hikes In The News | October 6, 2023 Reuters   U.S. job growth surged in September, suggesting that the labor market remains strong enough for the Federal Reserve to raise interest rates...

Stock Market Today: Wall Street Leaps After Eventually Finding Things To Like In Nuanced Jobs Report In The News | October 6, 2023 The Washington Post   NEW YORK — Wall Street rallied in a whipsaw Friday and erased its morning losses after looking deeper into the...

Wall Street Ends September With Yet Another Loss In The News | September 30, 2023 Arkansas Democrat Gazette   NEW YORK -- Wall Street closed out its worst month and quarter of the year with more losses Friday. The S&P 500 slipped 0.3% after a gain from the...

Stock Market Today: Wall Street Wraps Its Miserable September With Another Weak Finish In The News | September 29, 2023 The Washington Post   NEW YORK — Wall Street closed out its worst month and quarter of the year with more losses on Friday. The S&P 500...

Fed's Inflation Target Has Long & 'Bumpy Road' Ahead: Economist In The News | September 25, 2023 Yahoo Finance   While the Federal Reserve's target inflation rate remains at 2%, rising auto prices and energy costs present the biggest challenges to cooling...

Wall St Week Ahead Fed-Wary Investors Eye Mounting Risks To US Stock Rally In The News | September 22, 2023 Reuters   NEW YORK, Sept 22 (Reuters) - A hawkish stance from the Federal Reserve, soaring Treasury yields and a looming government shutdown are adding to...

Fed Raising Rates By Just 25 Basis Points Could Push Us Into Recession In The News | September 21, 2023 CNBC   On Thursday, our very own Chief Economist, Brian Jacobsen, joined CNBC on their “Power Lunch” segment to discuss the market, fed & the economy. This...

Stock Market Today: Wall Street Ticks Higher After Inflation Report In The News | August 11, 2023 Lewis Town Sentinel   NEW YORK (AP) — Stocks are ticking higher as Thursday’s shaky day of trading comes toward a close following the latest update on inflation...

US Jobs Growth Stays Moderate In July, Wage Gains Still Strong In The News | August 4, 2023 Reuters   NEW YORK, Aug 4 (Reuters) - The U.S. economy maintained a moderate pace of job growth in July, but solid wage gains and a decline in the unemployment rate...

Recent Drop In Wall Street Marks One Of The Worst Days In Months In The News | August 3, 2023 Vigour Times   Wall Street experienced a significant decline on Wednesday, marking its worst day in months. Critics claimed that the recent rally was overdone, and this...

Wall Street Tumbles As Rally Loses Momentum In The News | August 3, 2023 NNN   New York – Wall Street experienced its worst drop in months on Wednesday as the ongoing rally that critics deemed overdone lost significant momentum. The S&P 500 saw a sharp tumble...

Wall Street Just Had Its Worst Day in Months In The News | August 2, 2023 Newser   Wall Street tumbled to its worst day in months as its torrid rally that critics called overdone lost more momentum. The S&P 500 fell 63.34 points Wednesday, or 1.4%, to...

Annex's Jacobsen: Don't Rule Out Recession This Year In The News | August 1, 2023 Talk ETFs   Despite bucking calls for a recession, the U.S. economy is not out of the woods. That’s according to Brian Jacobsen, chief economist for Annex Wealth Management, who...

The Benefit of Owning Stocks Over Bonds Keeps Shrinking In The News | July 31, 2023 The Wall Street Journal   Some worry the rally is unsustainable after a gauge of stocks’ relative value falls to two-decade low The extra reward for holding stocks instead of...

US STOCKS-Wall Street Gives Up Gains, Investors Book Profits In The News | July 27, 2023 Yahoo Finance   Meta jumps on upbeat Q3 sales outlook * Q2 advance GDP at 2.4% vs est 1.8% * Indexes up: Dow down 0.44%, S&P 500 down 0.30%, Nasdaq down 0.1% (Updated at...

Fed Decision, Tech Earnings and Musk Versus Dimon In The News | July 26, 2023 Bloomberg Businessweek Podcast   Bloomberg Markets Co-Host Jon Erlichman breaks down Meta's earnings. James Cakmak, Technology Analyst at Clockwise Capital, recaps a busy week of big...

Instant View: Fed Raises Interest Rates, Leaves Door Open To Another Increase In The News | July 26, 2023 Reuters   NEW YORK, July 26 (Reuters) - The Federal Reserve raised interest rates by a quarter of a percentage point on Wednesday, citing still elevated...

Stocks Close With Mixed Results Amid Rate Hike Watch In The News | July 8, 2023 Arkansas Democrat Gazette   NEW YORK -- Wall Street drifted to a mixed finish Friday after data suggested that the U.S. job market is still warm enough to keep the economy growing but...

Stock Market Slumps As Investors Realize Rates Will Be Higher For Longer In The News | July 6, 2023 Morningstar   The whole mosaic of data has 'woken people up to the idea that the Fed's job is not done,' said Brian Jacobsen, chief economist for Annex Wealth...