Too Hot, Too Cold, or Just Right? Market Update from Walter Todd

Too Hot, Too Cold, or Just Right?
Market Update from Walter Todd

Too Hot, Too Cold, or Just Right? 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...
A Good Company, but a Bad Stock.  Walter Todd on Bloomberg

A Good Company, but a Bad Stock.
Walter Todd on Bloomberg

  Walter Todd on Bloomberg Surveillance: Early Edition Are early earnings forecasting a dark outlook for the tech sector? Walter was on Bloomberg early this morning to discuss Microsoft. He outlined the CFO’s lowered expectations and the company’s...
Bank Balances.  Walter Todd on Bloomberg

Bank Balances.
Walter Todd on Bloomberg

  Walter Todd on Bloomberg Markets: The Close It’s the first earnings season of 2023, and Walter Todd was featured on The Close to discuss the big banks. He broke down the overall market sentiment toward banks and explained the push and pull between...
4Q 2022 Letter from the CIO

4Q 2022 Letter from the CIO

January 6, 2023 The greeting of Happy New Year takes on a new meaning as we enter 2023.  Happy to be here, first and foremost, but also truly happy to start a new year after the year in financial markets that was 2022.  How bad was it?  Well, the scatter graph to the...
Balancing the Barbell Walter Todd on Bloomberg Daybreak Asia

Balancing the Barbell
Walter Todd on Bloomberg Daybreak Asia

Walter Todd on Bloomberg Daybreak: Asia Walter Todd was back with Doug Krizner and Rishaad Salamat on “Bloomberg Daybreak Asia” early Monday morning. In his first Bloomberg appearance of 2023, he discussed whether inflation has peaked and if the Fed...