It’s the morning after Election Day, and surprisingly, we know the outcome of the 2024 Presidential race. In this month’s First Week video, Walter discusses the last 24 hours and how the implications will be felt over the next days and months.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months, including rate cuts, global conflicts, and the outcome of the election on Congress.
While the Carolinas work toward recovering from Helene’s devastating effects, our investment team continues to monitor the markets. Walter shares an economic update in this month’s “First Week” video.
The temperatures are cooling off, college football has started up, and Walter is back to give another monthly update on the equities market, the Federal Reserve, and the election.
At the start of a new month, Walter sits down to discuss the first half of the year. He covers earnings, global growth, and what we are watching over the next days and months.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months, including rate cuts, AI expansion, and the upcoming election.
At the start of a new month, Walter sits down to discuss the first half of the year. He covers earnings, global growth, and what we are watching over the next days and months.
This year’s election cycle is early as candidates are already decided and debates scheduled. Has the market priced in a winner? Walter discusses the election possibilities in this month’s First Week video. He also explains the factors behind May’s market rally and outlines economic growth trends in Europe and Asia.
At the start of a new month, Walter sits down to discuss the first quarter highlights and give some insight into what he is watching as we approach mid-year. He covers earnings, global growth, and what we are watching over the next days and months.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months, including rate cuts, government spending, and the upcoming election.
Walter reviews 2023’s economic ups and downs, from tech dominance and labor market resilience to the Fed’s surprising pivot. He shares insights on 2024’s earnings so far and the upcoming election’s potential impact on your portfolio.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
Walter Todd reflects on the last quarter and 2024 as a whole as he explains his begrudging realization [that] the current market and economic environment of recent years doesn’t have to make sense.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview. Mark analyzes the market perception through the lenses of both an optimist and a pessimist, while Walter cites “The Princess Bride’s” famous Battle of Wits.
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his latest market updates.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his latest market updates.
Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to address the implications of another financial institution’s downfall, outlining how the quick actions from the FDIC and JP Morgan limited the systemic risk.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
In his quarterly letter, Walter discusses the positive returns on stocks and bonds despite bank failures occurring globally. With the fastest rate-hiking cycle in 40 years, is the war on inflation is over and will the focus shift to managing the fallout.
After a tumultuous week in the markets, Walter sits down to provide an audio update on the continued impact of the Silicon Valley Bank collapse. He talks about the likely path forward for the Fed and explains the difference between weighted and standard S&P 500 performance, and why those numbers are currently at odds.
Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana Mokhtar on BFM 89.9’s morning show. Walter outlined the differences between the ongoing Credit Suisse turmoil and the recent bank closures in the US.
How did a run on a Californian bank start and will it spread? In his typically measured fashion, Walter addresses the specific factors that lead to the Silicon Valley Bank collapse and what the Federal Reserve, FDIC, and US Treasury have done to lessen the impact on other financial institutions. He also outlines the broader financial market in the coming year.
In his first video in the new year, Walter Todd takes a moment to discuss January’s market rallies after a devastating 2022. Learn more about how the Fed has responded to the general sentiment that inflation has peaked and whether we are in a “Goldilocks period” of optimism.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
January 6, 2023The greeting of Happy New Year takes on a new meaning as we enter 2023. Happy to...
As we approach the end of a volatile year, Walter Todd takes a moment to take the current temperature of the market. He breaks down the fourth quarter earnings and discusses the surprisingly optimistic come-back of bonds. He also provides his financial forecast for the new year, giving insight into what investors can expect stepping into 2023.
Walter Todd was featured on Malaysia’s only independent radio station as he discussed market news out of the healthcare industry. He also weighed in on the lagging sectors of technology and consumer spending.
It’s Earnings Season again and Walter Todd was back on Bloomberg Daybreak: Europe. He weighed the potential outcome of a strong traditional banking market against the backdrop of spiking interest rates and dived into the risk versus reward of these high rates on American mortgages.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
As we turn our attention to financial markets and the economy, I’ll paraphrase a quote from the Queen’s 1992 speech commenting on the failure of three of her children’s marriages – “1992 (2022) is not a year on which I shall look back with undiluted pleasure.
The current stock market volatility is causing many investors to question what is forecasted for the economy as we head towards the fourth quarter of 2022 and onto the new year. Walter Todd discusses the reasons behind this month’s downturn in the market, and when investors can expect to find some relief.
If the market is anticipating a recession, why are stocks rallying? Is there more volatility anticipated in the third quarter? Walter Todd takes a moment to answer these questions as he discusses economic changes over the last few months and what we are monitoring going forward.
Walter Todd on Bloomberg Daybreak: Europe Walter Todd, President and CIO at Greenwood Capital, was...
Walter Todd on Bloomberg Daybreak: Asia In an early start to the week, Walter Todd, President and...