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 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...
Walmart on the BeatWalter Todd on FOX Business

Walmart on the Beat
Walter Todd on FOX Business

Walter Todd on FOX Business “Mornings with Maria” Walter Todd chatted with Maria Bartiromo on Fox Business yesterday, where he discussed Walmart’s positive earnings report — “what more could you ask for?!” The mix of business with...
The Rate Cut RethinkWalter Todd on Bloomberg TV

Will Powell Let Off the Brakes? –
Walter Todd on Bloomberg

Walter Todd on the Markets February 1, 2023 Is inflation under control? Is a March rate cut off the table? It seems the Fed has changed their tune from December’s optimistic forecast of loosening policy. Walter Todd shared his insight on the Fed meeting with...
4Q 2023 Letter from the CIO

4Q 2023 Letter from the CIO

January 4, 2023 Happy New Year! I hope this letter finds you well and that you enjoyed a pleasant holiday season with family and friends. Reflecting on 2023 is an interesting experience for me. I keep coming back to the class quote from Mark Twain that many of you...