Associate research analyst Mark Schaefer joined the episode to walk through strengths, weaknesses, opportunities, and threats.StrengthsCorporate earnings are very strong. About 86% of S&P 500 companies beat Q2 estimates — the highest share since Q2 2021 — and...
Annex Wealth Management’s CIO Derek Felske walks through a SWOT view of markets with host Joe Krauss. Strengths Hyperscalers and mega-cap tech are in an unprecedented capex cycle—hundreds of billions on AI infrastructure, chips, and data centers—that is a...
Brian Jacobsen, chief economic strategist at Annex Wealth Management, analyzes potential economic turning points, specifically focusing on whether the Federal Reserve will resume a rate hiking cycle. He examines recent producer price index data showing costs up more...
