Earnings, Energy, and Elections 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 the surprisingly robust earnings season, as consumer spending faces...
A Year in Review and a Market on Repeat Walter sits down to give a comprehensive overview of last year’s economic landscape and his expectations for the next twelve months. He looks back at the record-setting bank failures at the start of 2023 and how they were...
Market Update It’s only Wednesday, but this week’s headlines have already been a roller coaster. In a historic first, the Speaker of the House has been ousted as a government shutdown is narrowly avoided, at least until November. In his typical,...
The Debt Ceiling Deadline The headlines around the debt ceiling and a possibility of a US default have been frantic. There’s talk of a June 1st deadline and a “72-hour” rule in the House. How will the markets react? Will Congress be able to come to a...
From First Republic to the Second Largest Failure 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...
