Shows
Market ChatEp. 118 DECEMBER 2021 Market Update. Topic "Inflation, strains and a three year winning stretch."Ep. 118 DECEMBER 2021 Market Update. Topic "Inflation, strains and a three year winning stretch." by Brouwer & Janachowski
2021-12-1453 min
Market ChatEp. 117 NOVEMBER 2021 Market Update. Topic "The inflation debate takes a new turn"Ep. 117 NOVEMBER 2021 Market Update. Topic "The inflation debate takes a new turn" by Brouwer & Janachowski
2021-11-1655 min
Market ChatEp. 116 OCTOBER 2021 Market Update. Topic "Solid recovery but inflation around"Ep. 116 OCTOBER 2021 Market Update. Topic "Solid recovery but inflation around" by Brouwer & Janachowski
2021-10-2658 min
Market ChatEp. 115 SEPTEMBER 2021 Market Update. Topic: "How will the China contagion affect the markets?"Ep. 115 SEPTEMBER 2021 Market Update. Topic: "How will the China contagion affect the markets?" by Brouwer & Janachowski
2021-09-2950 min
Market ChatEp. 114 AUGUST Monthly Market Update Webcast TOPIC: "Delta slows it down"Ep. 114 AUGUST Monthly Market Update Webcast TOPIC: "Delta slows it down" by Brouwer & Janachowski
2021-08-2552 min
Market ChatEp. 113 JULY 2021 Monthy Market Update Webcast TOPIC: "Is Growth Slowing?"Ep. 113 JULY 2021 Monthy Market Update Webcast TOPIC: "Is Growth Slowing?" by Brouwer & Janachowski
2021-08-2550 min
Market ChatEp. 112 Market Update - "Inflation: 1970's or temporary?"Ep. 112 Market Update - "Inflation: 1970's or temporary?" by Brouwer & Janachowski
2021-06-0956 min
Market ChatEp. 109 The Inflation Debate with Christian ThwaitesEp. 109 The Inflation Debate with Christian Thwaites by Brouwer & Janachowski
2021-03-131h 00
Market ChatEp. 108 "Is the market too expensive?"Ep. 108 "Is the market too expensive?" by Brouwer & Janachowski
2021-02-1052 min
Market ChatEp. 107 "Low rates and record stock markets. But what about 2021?"Ep. 107 "Low rates and record stock markets. But what about 2021?" by Brouwer & Janachowski
2021-01-1351 min
Market ChatEp. 106 Market Update: "Will 2021 be better?"Ep. 106 Market Update: "Will 2021 be better?" by Brouwer & Janachowski
2020-12-0957 min
Market ChatEp. 104 Markets face their biggest challenge in November.Ep. 104 Markets face their biggest challenge in November. by Brouwer & Janachowski
2020-10-1251 min
Market ChatEp. 103 Markets and run up to election.Ep. 103 Markets and run up to election. by Brouwer & Janachowski
2020-09-1248 min
Market ChatEp. 101 Second quarter was great for investing but bad for the economy. Now what?Ep. 101 Second quarter was great for investing but bad for the economy. Now what? by Brouwer & Janachowski
2020-07-1652 min
Market ChatEp. 100 Why are stocks roaring and the economy tanking?Ep. 100 Why are stocks roaring and the economy tanking? by Brouwer & Janachowski
2020-05-0642 min
Market ChatEp. 99 The market dropped 20% - Now what?Ep. 99 The market dropped 20% - Now what? by Brouwer & Janachowski
2020-04-0838 min
Market ChatEp. 98 Market Update March 9, 2020Ep. 98 Market Update March 9, 2020 by Brouwer & Janachowski
2020-03-1028 min
Market ChatEp: 97; A good Start to the year. Can it last?Ep: 97; A good Start to the year. Can it last? by Brouwer & Janachowski
2020-01-2225 min
Market ChatEp: 96 - Market Chat Outlook 2020Market Chat, December 17, 2019Topic: Outlook 2020Image: Sadness of the King; Henri Matisse
2019-12-1820 min
Market ChatEp: 95 - Will consumers derail the economy?Market Chat, November 21, 2019Topic: Will consumers derail the economy?Image: Rites of Lililth, 1945 by Mark Rothko
2019-11-2223 min
Market ChatEp. 94 - Touching zeroThe Days Ahead: Short week and jobs numbers. Market took on a lot. Again. The U.K. suspended Parliament pending the last round of Brexit negotiations. And if that sounds extreme and constitutionally questionable, it is. There was another attack on Fed independence. We think the Fed will weather it all but it's unsettling. Treasuries rallied again but this is very much part of a global trend. Stocks are up on the week but we’re writing this on Wednesday so time for more action. Meanwhile, before heading out of the office for a break, this is a summary of al...
2019-08-2914 min
Market ChatEp. 93 - Dusty recessesThe Days Ahead: Fed minutes and lead up to Central Bankers’ Jackson Hole meeting.Read this week's full market report: https://www.bandjadvisors.com/blog/dusty-recessesSubscribe to get the latest market updates: https://www.bandjadvisors.com/subscribe
2019-08-1714 min
Market ChatEp. 92 - Market Update: August 2019This is a recording of our August 2019 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribe
2019-08-0718 min
Market ChatEp. 91 - Over to you G-20Markets had two things on their mind. One, the G-20 meeting and, two, quarter end rebalancing. What? Yes, rebalancing is a big deal given how many funds (think of all those target dates funds, pension accounts, risk-parity funds) have to maintain their Equity/Fixed Income allocations. After a barn-storming start to the year, with Treasuries up 7%, equities up 14% and similar recoveries in international and emerging markets, many portfolios will have rebalanced in the last week or so. Outside the technical side, markets are running on low rates, the expectation of lower rates and the hope of a trade deal. Fair...
2019-06-2915 min
Market ChatEp. 90 - June 2019 Conference CallThis is a recording of our June 2019 conference call. Learn more about Brouwer & Janachowski's wealth management services: www.bandjadvisors.com
2019-06-0819 min
Market ChatEp. 89 - Thank you driver for getting me hereShort week. Second estimate at Q1 GDP.Stocks opened lower seven out of the last 10 trading days. That means stocks sold off overnight in Asia and Europe but then picked up in the U.S. trading day. That shows high-risk avoidance. No one wants to be long overnight and find there’s no volume. Who can blame them? Stocks were down for the week amid trade tensions, weak manufacturing orders and lower oil prices (down 13% this year). The deflation forces are showing up in a strong dollar and another rally in 10-Year Treasuries. The yield hit an inter-day low of 2.39% (it...
2019-05-2516 min
Market ChatEp. 88 - Can The Strong Market Continue?This is a recording of our March 2019 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribe
2019-03-1418 min
Market ChatEp. 87 - Berkshire’s Change and Some Very Good 10 Year ReturnsJob numbers. Most of the economic data was weak. That includes the ISM Manufacturing, pending and existing home sales and personal income. But these were all very much expected. The Fed’s move back in January (“we’re patient”) looks exactly right. It's not often that expectations and results are so finely tuned. But this time we knew the tax cuts would run out of steam and uncertainty around China, Europe, trade and government shutdowns would lead to lower numbers. Jerome Powell repeated them all in his talks with Congress last week. Two points. First, slowing, not a recession. A recessio...
2019-03-0220 min
Market ChatEp. 86 - Everyone take a breatherThe Days Ahead: Shorter week. No major economic news. One-Minute Summary: When the Fed announced it would stay patient a few weeks ago, some tired punters thought, “Aha Trump got to them.” But, the Fed was actually spot on. The economy is weakening (no, not recession). This week we saw a low CPI report at 1.6%, the NFIB (a proxy for small businesses) optimism index plunged, retail sales came in very low and on Friday, industrial production (IP) fell 0.6%. The last one is all about China. As the China index falls, so does the U.S. The business equipment sub-component of IP w...
2019-02-1612 min
Market ChatEp. 85 - The Fed calls the shotsOne-Minute Summary: January was a good month. Stocks up 8%, small company stocks up 11%, international and Emerging Markets up 6% to 9% and bonds trading in a narrow and bullish range.More data confirmed that China trade talks weigh on people’s mind. The Chicago PMI index dropped from 65 to 56 in a month. We don't usually talk about this index much but it’s Chicago and Boeing is headquartered in Chicago and Boeing sells a lot of aircraft to China…2,000 in all and 1,000 in the last five years at $350m each. So when we look at the New Orders component of the Chicago PMI an...
2019-02-0210 min
Market ChatEp. 84 - Will The Shutdown Hurt The Markets?This is a recording of our January 2019 conference call.-Learn more about Brouwer & Janachowski's wealth management services: www.bandjadvisors.com-Subscribe to our email newsletter: www.bandjadvisors.com/subscribe
2019-01-2322 min
Market ChatEp. 83 - Meet the New Year, Same as the Old YearMore Fed speakers should echo Powell’s comments. Inflation numbers out. We're always suspicious of market moves over prolonged holidays. Many traders and investors are away and some markets, like Japan, were only open for three days in nearly two weeks of business. Europe checks out for nearly 10 days. So “small news makes big impact” or “worst day since last one” are headlines you see a lot. This is what we think is going on: 1. Economy weaker but not stopped and not near recession. 2. The inverted yield curve story is overdone but that doesn't stop people talking about it. 3. Volatility is normal...
2019-01-0516 min
Market ChatEp. 82 - 2018 Look BackThis is a recording of our December 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeLearn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-12-1923 min
Market ChatEp. 81 - Wait and see but don't tradeThe Days Ahead: Small business optimism indicator. Fed will be in slient mode. One-Minute Summary: We're writing this the day before the jobs number. This is typically a major data point for traders but we’re not traders and there’s probably no number that would lead us to change our outlook. Why? Well the estimate is for around 190,000 new jobs, compared to 250,000 last month but these numbers are subject to very big revisions…as much as 50,000 either way.We know the unemployment rate will remain around 3.7%. The only item that may move the market is if there’s a big jump...
2018-12-0812 min
Market ChatEp. 80 - Markets don't like waiting on announcementsThe Days Ahead: New jobs numbers. Unless it’s a shocker, the Fed will raise in DecemberOne-Minute Summary: We never like markets when they depend on a single outcome or announcement. It makes for very nervous trading whenever you hear “markets are waiting on X for direction”. Last week it was Chair Powell on the outlook for rates and, of course, the President on whether there would be progress on trade talks with President Xi. That’s fine. The trade talks are front and center of any discussion about the direction of global trade and economic well-being. But just as these pr...
2018-12-0114 min
Market ChatEp. 79 - Why Is Tech SwooningAnyone hoping for a quiet week was disappointed. The market suffered a 3.5% two-day loss before recovering on Wednesday. For most investors, this year has not left much to be thankful for. Nearly all asset classes we know have weakened: gold, commodities, large cap, international, emerging, credit and event Treasuries. The S&P 500 is up for the year but by the thinnest of margins. There were no new problems last week nor were there any resolutions to the problems. We'll restate these because they're important and none really lend themselves to quick fixes: China trade: all eyes on the G20. So...
2018-11-2424 min
Market ChatEp. 78 - Look back in angerOne-Minute Summary: We, for one, are very glad October is over. See below for what we think has gone on. When all markets correct, we usually find it’s a good idea for the dust to settle and see what has fundamentally changed. As we’re fond of saying, prices change more than facts and the last few weeks have seen investors hitting the sell button and asking questions later. The markets finished higher for the week but sill had one of their worst months for some time. Earnings were phenomenal with the weighted average growth rate at 24%...that’s up fro...
2018-11-0314 min
Market ChatEp.77 - Election Run UpThis is a recording of our October 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-10-2317 min
Market ChatEp. 76 - That was the drop.The Days Ahead: Earnings and trade news, especially China as manipulator.One-Minute Summary: It’s difficult to pinpoint the catalyst for the market sell-off this week. Most of the culprits were known for weeks. Trade, China, rates, tech problems, October seasonals. We knew all that. No central bank said or did anything they hadn't said already. So what was it? We'd point to two factors. One, technical. There are plenty of algorithm strategies. They see a price break and start dumping stocks to protect the positions. So, when Nasdaq broke its 200-day moving average on Wednesday, a lot of trading st...
2018-10-1315 min
Market ChatEp. 75 - Record highs but elections comingThe Days Ahead: Fed meets and will raise rates. One-Minute Summary: Stocks reached another record high. We're now up 10.1% for the year and up 15% since the mini correction in February. Small caps have done even better at 16.1% and 19%. We've seen stocks rotate. That's when stocks that were previously unloved come back in favor. We looked at sectors like Consumer Staples, one of the worst performing sectors, which was down 5% to the end of August but rallied 2.3% so far in September. Tech, the clear winner for most of this year, is down for September. It’s happening at the stock level, of...
2018-09-2213 min
Market ChatEp. 74 - What's up with emerging marketsThis is a recording of our September 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-08-2921 min
Market ChatEp. 73 - Not the longest bull marketThe Days Ahead: Second estimate of Q2 GDP and Personal Income.One-Minute Summary: There are indications that markets are becoming inured to tweets. What would have shattered confidence a few years ago now passes for normal. The noise-to-signal ratio in investments is always high. What seems important at the time, probably doesn't count very much for long term investments. We look at the economic cycle, inflation, earnings and rates. Data on most of those fronts didn't change much.Stocks had a good week, especially small caps. Emerging Markets were up 2.5% but the news from China (trade) and Turkey (currency) was...
2018-08-2518 min
Market ChatEp. 72 - Whiff of ContagionThe Days Ahead: Jackson Hole Symposium, which is often a good source of Central Bank think. Very thin economic reports and corporate earnings season is all but done.One-Minute Summary: Consumer confidence fell. That surprised some but we think it’s not tied to claims and employment, which are running well. But to wages. I know we bang on about this a lot and there are plenty of others following the same story.Wage increases are barely positive and we believe even those numbers are inflated by supervisory pay. In other words, non-supervisory employees are seeing negative growth in real wa...
2018-08-1812 min
Market ChatEp. 71 - Tesla, Turkey, Treasuries.The Days Ahead: Earnings mostly over. Productivity reportOne-Minute Summary: Strong week for equities with not much to change the tone of good results, modest inflation and economic numbers and a truce of sorts on the trade side.Tesla said, “enough of this reporting nonsense, we’ll go private”. Then thought about it. Then couldn’t decide. Normally, we’d ignore stocks like these but the company has a record short position and there’s a lot of money at stake proving or disproving the Tesla dream. We raise it because, well, it’s just not good when i) CEOs announce market sensiti...
2018-08-1115 min
Market ChatEp. 70 - Apple adds a zeroThe Days Ahead: Big 10-Year Treasury auction. Inflation numbers.One-Minute Summary: One of those weeks when you think lots of stuff happened, markets must be going bonkers. But stocks had a good week. Earnings continued to do well and of course, Apple, had a strong week. It’s now 4% of the S&P 500 and $1 trillion. It’s an even higher weighting in 8 out of 10 of the largest ETFs, ranging from 4% for an S&P 500 tracker and 15% in the Technology Sector fund (ticker XLK). Not to spoil the party, but we’d remind readers that Altria has been a much better stock...
2018-08-0409 min
Market ChatEp. 69 - Summertime and Your InvestmentsThis is a recording of our August 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-08-0323 min
Market ChatEp. 68 - Not happy about it but…The Days Ahead: More corporate earnings. Initial estimate of Q2 GDP.If you want to get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeOne-Minute Summary: There should have been plenty to upset markets this week. The President questioned the level of the dollar and Fed policy, trade tariffs rose again, the EU made a strong trade deal with Japan, housing starts were down, retail sales weak and one of the regional Fed surveys showed that companies are seeing higher prices which they do not expect to be able to pass on (which means a margin...
2018-07-2114 min
Market ChatEp. 67 - Why the markets are now interested in tradeThis is a recording of our June 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-06-2228 min
Market ChatEp. 66 - A lot of action but not much change.The Days Ahead: Quieter week for big economic numbers. Watch for trade and updates on the Eurozone.One-Minute Summary. When markets crack, we know two things. One, the problems don't come from the last crisis (so no need to look in the MBS world). Two, they come from things you barely notice. Last week it was Argentina and Turkey. This week, it was Italy (see below). U.S. bonds promptly rallied 4.5% and the 10-Year Treasury yields, which many predicted would soar to 3% and beyond, fell to an intra-day low of 2.79%. Bonds got medieval on Tuesday and one Bond King had...
2018-06-0216 min
Market ChatEp. 65 - A small dose of nervesThe Days Ahead: Jobs number on Friday. Short trading week.One-Minute Summary. Bonds were up, large and small cap stocks up a small amount and international stocks off around 1.5%...much of that was because of autos (see below), which are around 20% of the German and Japanese stock markets. Emerging Markets had a troubled week mainly because of the bad news coming out of Argentina and Turkey (we talk about it in our podcast here).There are really two tracks going on in Emerging Markets. One, those countries with high U.S. dollar borrowing, budget deficits and importing oil. Two, those...
2018-05-2617 min
Market ChatEp. 64 - Emerging Market DebateThis is a recording of our May 2018 conference call. If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-05-2320 min
Market ChatEp. 63 - Tech saves the dayThe Days Ahead: More earnings and jobs numbers.One Minute Summary: A lot more economic news to feed off this week but not a lot of action. GDP numbers were soft with consumer expenditures and almost every category weaker than the last quarter of 2017. The high point was a build-up in inventories, which makes sense because consumers went on a mini spending binge last year and companies then had to build inventories back up. Anyway, the market yawned as they did with disappointing factory orders and lower home sales.The S&P 500 was flat. Some oversold sectors like staples and...
2018-05-0513 min
Market ChatEp. 62 - A look at some bubblesThe Days Ahead: More earnings and jobs numbers. One Minute Summary: A lot more economic news to feed off this week but not a lot of action. GDP numbers were soft with consumer expenditures and almost every category weaker than the last quarter of 2017. The high point was a build-up in inventories, which makes sense because consumers went on a mini spending binge last year and companies then had to build inventories back up. Anyway, the market yawned as they did with disappointing factory orders and lower home sales.The S&P 500 was flat. Some oversold sectors like staples and...
2018-04-2816 min
Market ChatEp. 61 - Budget Deficits and TradeThis is our April 2018 Monthly Conference Call.If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-04-2721 min
Market ChatEp. 60 - First, check your indexThe Days Ahead: Big earnings week. First look at Q1 GDP. One Minute Summary: A quieter week on the economic front but what there was uninspiring. Housing starts were fine but most of the increase was in multi-family housing. Industrial production was up but flattered by energy and mining, which are 20% of the index. We saw new nominees for the four (!) open positions at the Fed. We like them so no drama there.The S&P 500 was up for the week. Small company stocks, Emerging Markets and International all had a better week and all three are ahead of the...
2018-04-2114 min
Market ChatEp. 59 - MoneyLife Interview With Christian ThwaitesIf you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.comLearn more about MoneyLife: http://moneylifeshow.com
2018-04-0712 min
Market ChatEp. 58 - Always something happening and nothing going onThe Days Ahead: The European long holiday keep things quiet. Jobs number on Friday.One Minute Summary: We had three out of four trading days where the market moved by more than 1.3%. But there was no change over the week. Bonds had a good week. European markets were up but Asian stocks are still trying to figure out what the trade talks do for them. Companies like Toshiba, Sharpe and Nintendo were down 6% to 8%. The Euro and the Yen took a break from their steady rise this year but that was probably due to some cross-currency funding needs of major...
2018-03-3114 min
Market ChatEp. 57 - Political headlines dominate but little market impactThe Days Ahead: Fed meets. Look for any change to their economic projections.One Minute Summary: Trade issues hung over stocks. The administration lined up China, which runs a $35bn monthly trade surplus with the U.S. It's quite a lot less if services are included but many businesses are annoyed at China’s freewheeling IP (Itellectual Property) transfers. The President asked for a $1bn a year reduction in the trade deficit but given that the deficit is more like $380bn and some 40% of the U.S. total, he probably meant $100bn. As for the new Chief Economic Advisor, Larry Ku...
2018-03-1713 min
Market ChatEp. 56 - How damaging are the tariffs?If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate and review us on Apple Podcasts: bandjadvisors.com/itunes Ask us your financial questions in your review and we'll answer them in the next episode. We appreciate your feedback!Learn more about Brouwer & Janachowski and our wealth management services: www.bandjadvisors.com
2018-03-1718 min
Market ChatEp. 55 - And it all came rightThe Days Ahead: The market is inflation sensitive right now. Tuesday’s CPI number will be important.One Minute Summary: Mixed economic numbers. Blow-out job numbers (but yes, some caveats). The trade deficit widened, although there may be some relief on the oil side in coming months. Productivity stalled. The Fed’s Beige Book, a report that lives up to its title, was mostly more of the same “modest to moderate” (mentioned 193 times in a 32-page document) growth from the 12 districts. There were some reports of compensation increases but we put that down to state minimum wage increases coming into effect i...
2018-03-1011 min
Market ChatEp. 54 - Steel your faceThe Days Ahead: Italy heads to the polls. Non-farm payroll numbers. More fall-out from trade.Jerome Powell did rather well in the semi-annual report to the House and Senate. His comments were slightly hawkish. Two points stood out.One, he said that the Fed will “continue to strike a balance between avoiding an overheated economy and bringing PCE price inflation to 2%.” No argument on the second but the Fed’s mandate is employment and inflation not avoiding growth. So, yeah, that was odd.Two, he said he finds "rule prescriptions helpful”, which is something the Fed has not pursued (thankfully) for the...
2018-03-0315 min
Market ChatEp. 53 - The Twins at WorkThe Days Ahead: Second round of Q4 GDP. Italy heads to the polls.Bonds are grappling with higher expected growth (even though we had some disappointing existing home sales, retail sales and Industrial Production) and the reawakening of the twin deficits story.For those of you of a certain age, this was a big deal in the 80s and 90s. It’s basically a fear that growth will suck in imports and the, ahem, reformed tax regime won't bring in as much revenue as they hoped because, you know, “tax revenues are going down."If you want to join us live...
2018-02-2416 min
Market ChatEp. 52 - Dip, correction, or crash?Please join our investment counsel's live discussion on this week's activity in the markets.If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate & review us on Apple Podcasts. We appreciate your feedback!
2018-02-0929 min
Market ChatEp. 51 - Bond market sell off probably overThe Days Ahead: More earnings and some European economic news.Subscribe for weekly market updates: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate & review us on Apple Podcasts. We appreciate your feedback!
2018-02-0119 min
Market ChatEp. 50 - Will The Rally Last?Subscribe for weekly market updates: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate & review us on Apple Podcasts. We appreciate your feedback!
2018-01-2522 min
Market ChatEp. 49 - Big talk from bond bearsThe Days Ahead: More earnings and so far all good.Subscribe for weekly market updates: bandjadvisors.com/subscribeDid you like this podcast? Be sure to rate & review us on Apple Podcasts. We appreciate your feedback!
2018-01-1911 min
Market ChatEp. 48 - Markets up and Warren brings a giftThe Days Ahead: More earnings. China GDP for Q4 2017.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2018-01-1317 min
Market ChatEp. 47 - Fast out of the gateThe Days Ahead: Earnings season start. CPI at end of week.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2018-01-0615 min
Market ChatEp. 46 - One tax to rule them allThe Days Ahead: The quietest week of the year. No major announcements.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-12-2316 min
Market ChatEp. 45 - Your Investments In 2018Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-12-2320 min
Market ChatEp. 44 - Yellen nails it.The Days Ahead: Japan GDP and U.S. Factory OrdersSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-12-0211 min
Market ChatEp. 43 - Nice end to earnings seasonThe Days Ahead: Slow week. ECB minutes.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-11-1812 min
Market ChatEp. 42 - Tax Changes And The MarketSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-11-1520 min
Market ChatEp. 41 - Tech Top ToolsThe Days Ahead:Retail sales and NFIB. Surely small business will show better confidence?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-11-1113 min
Market ChatEp. 40 - Tax Cuts and Home OwnershipSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-11-0413 min
Market ChatEp. 39 - Uppers and DownersSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-10-2115 min
Market ChatEp. 38 - Will The Fed Hike In DecemberSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-10-2127 min
Market ChatEp. 37 - Railroads and PointsSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-10-1417 min
Market ChatEp. 36 - How to Create an Investment Program for RetirementSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-09-2917 min
Market ChatEp. 35 - Is my Fed hawkish?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-09-2114 min
2017-09-1614 min
Market ChatEp. 33 - Hitting The CeilingSubscribe for weekly market updates: bandjadvisors.com/subscribeRelease date:11 September 2017
2017-09-1112 min
Market ChatEp. 32 - What's The Market Outlook For The Remainder Of 2017?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-09-0618 min
Market ChatEp. 31 - Oh Brother, Where Art Thou?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-09-0214 min
Market ChatEp. 30 - The market does not have much to go on… be thankful.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-08-2612 min
Market ChatEp. 29 - You're fired... and so are you, and you, etc.Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-08-1913 min
2017-08-1215 min
Market ChatEp. 27 - Can international markets continue to outperform?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-08-0920 min
Market ChatEp. 26 - Want to guess the right Ten-Year rate?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-07-2213 min
Market ChatEp. 25 - What if I told you...?Subscribe for weekly market updates: bandjadvisors.com/subscribe
2017-07-1415 min
Market ChatEp. 24 - Summer Lull or Summer PanicSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-07-1220 min
Market ChatEp. 23 - Bond Tremors & some ETFs to avoid.Read the full market report here: http://bandjadvisors.com/blog/bond-tremors-some-etfs-to-avoidSubscribe for weekly market updates: http://bandjadvisors.com/subscribe
2017-07-0813 min
Market ChatEp. 22 - Milkybar Kid is Strong and ToughRead the full market report here: http://bandjadvisors.com/blog/milkybar-kid-is-strong-and-toughSubscribe for weekly market updates: bandjadvisors.com/subscribe
2017-07-0114 min
Market ChatEp. 21 - Index FlexingRead this episode's full market report here: http://bandjadvisors.com/blog/index-flexingSubscribe for weekly market updates: http://bandjadvisors.com/subscribe
2017-06-2412 min
Market ChatEp. 20 - Alexa, what can I buy?Alexa, what can I buy? Read the full market report here: http://bandjadvisors.com/blog/alexa-what-can-i-buy
2017-06-1714 min
Market ChatEp. 19 - Conference Call: Trump, Budgets And StocksSubscribe to our newsletter: http://bandjadvisors.com/subscribe
2017-06-1422 min
Market ChatEp. 18 - Markets sidelined by politicsMarkets sidelined by politics. Read the full market report here: http://www.bandjadvisors.com/blog-library/markets-sidelined-by-politics
2017-06-1009 min
Market ChatEp. 17 - Can this keep going?Can this keep going? Read the full market report at: http://www.bandjadvisors.com/blog/can-this-keep-going
2017-05-3012 min
Market ChatEp. 16 - Budget Disgrace. Markets Don't Mind.Read this full market report here: http://www.bandjadvisors.com/blog/budget-disgrace-markets-dont-mind
2017-05-2711 min
Market ChatEp. 15 - What you need to know about market fearWhat you need to know about market fear. Read the full market report here: http://bandjadvisors.com/blog/market-fear
2017-05-2010 min