The Rate Cut RethinkWalter Todd on Bloomberg TV

The Rate Cut Rethink
Walter Todd on Bloomberg TV

Walter Todd on the Markets April 12, 2024 Walter Todd discussed bank earnings and interest rates on Bloomberg TV early this morning. He shared his insight on Jamie Dimon’s rate predictions and what that could mean for regional bank performance. Listen to the...
1Q 2024 Market Commentary

1Q 2024 Market Commentary

Economic Overview By Dr. Mark Pyles The fact that financial markets tend to lead real-time data is well-known. In the never-ending race to buy before a run and sell before a drop, markets often start to “price in” scenarios far in advance of them actually...
1Q 2024 Letter from the CIO

1Q 2024 Letter from the CIO

April 3, 2024 Happy belated Easter to everyone. I hope you enjoyed the long weekend with family and friends. March Madness basketball started in earnest a few weeks ago as many higher-ranked seeds were ousted by the underdogs in the first round of the men’s...
Tesla Eats a Slice of Humble PieWalter Todd on BBC Radio

Tesla Eats a Slice of Humble Pie
Walter Todd on BBC Radio

US Inflation is down, but is it enough for the Fed to cut rates? Walter was featured on BBC Business Matters to discuss the latest headlines with Sam Fenwick, including what data the Fed is watching, Boeing’s worsening safety reputation, and whether streaming...