Jobs at a Standstill First Week with Walter Todd

Jobs at a Standstill
First Week with Walter Todd

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...
Bonds are Watching What Equity is IgnoringWalter on Bloomberg Radio

Trading Sideways
Walter on Bloomberg Radio

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...
The Weeks Where Decades Happen First Week with Walter Todd

The Weeks Where Decades Happen
First Week with Walter Todd

The Weeks Where Decades Happen July 2, 2025 In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal...