In this week's episode, Todd provides an update on the market, discusses banks leading the market higher, and analyzes the current state of office real estate.

In this week's episode, Todd provides an update on the market and discusses the low levels for both high yield and investment grade bonds.

In this week's episode, Todd provides an update on the market and analyzes what the early earnings reports may be indicating.

In this week's episode, Todd provides an update on the market and analyzes what is happening with the U.S. Treasury yield curve.

In this week's episode, Todd provides an update on the market and discusses how a resumption in food price inflation may contribute to a cloudier inflation outlook.

In this week's episode, Todd provides an update on the market and analyzes the potential impact of the People's Bank of China's most aggressive financial stimulus package since the pandemic.

In this week's episode, Todd provides an update on the market and analyzes August's US Consumer Price Index. ...

In this week's episode, Todd provides an update on the market and analyzes the US Treasury market yield curve.

In this week's episode, Todd provides an update on the market, analyzes what may happen to bonds when the Fed cuts rates, and explores whether office REITs are signaling the all clear in commercial real estate.

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.

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.

In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up.

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.

In this week's episode, Todd provides an update on the market and analyzes whether the "rotation" in markets could be durable. Click he...

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.

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.

In this week's episode, Todd provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration.

In this week's episode, Todd provides an update on the market, discusses the electric vehicle industry, and analyzes the May inflation report.

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.

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.

In this week's episode, Todd provides an update on the market and explains how election year returns are, on average, positive. Click he...

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.

In this week's episode, Todd provides an update on the market and explains why a political affiliation can be a bad investment guide. C...

In this week's episode, Todd provides an update on the market and analyzes the significant weakening of the Japanese Yen currency. 

In this week's episode, Todd provides an update on the market, reviews the early first quarter earnings reports, and analyzes sector performance.