Strong Summer, Uncertain Fall Sept 2, 2025 We hope you all had a wonderful Labor Day weekend! As we swing into September, Walter sits down with a video update on the shifting developments from the last couple of weeks and how they are impacting markets. He covers the...
Bonds are Watching, Equity is Ignoring Walter on Bloomberg Radio August 27, 2025 Walter was featured on Bloomberg Radio to discuss the Small Cap sector’s wins, how corporate earnings beat a low bar, and whether the market’s focus will shift to...
Jobs at a Standstill August 1, 2025 Walter sits down to kick off August with a video update on the competing narratives we are seeing, from the lackluster jobs report to the robust earnings, especially from companies like Microsoft and Meta. He breaks down the...
July 17, 2025 – BBC Business Matters Walter joined Rahul Tandon on BBC Business Matters in an in-depth discussion of economic headlines around the world. They covered Trump’s recent threats against Chairman Powell, Prada’s missteps in the Indian...
Trading Sideways Walter on Bloomberg Radio July 16, 2025 As earnings season kicks off, Walter was featured on Bloomberg Radio to discuss the market’s response to the CPI report and increased inflation. He also covered Q2 expectations, sector rotation, and how we...
