Seasonal Strength First Week with Walter Todd

Seasonal Strength
First Week with Walter Todd

Seasonal Strength December 1, 2025 What do Black Friday sales signal for the economy? Walter Todd rings in the holiday season with a market update to share what is moving markets in December, from AI volatility to the ever-resilient American consumer. He also...
More Cockroaches Under the Hood? First Week with Walter Todd

More Cockroaches Under the Hood?
First Week with Walter Todd

More Cockroaches Under the Hood? November 3, 2025 Walter’s last update was at the very start of a government shutdown, and surprisingly, we are still here. In this month’s First Look, Walter addresses how the team is navigating a complex landscape shaped...