CEO/CIO CW bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.
CEO/CIO CW joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity
CEO/CIO Chris Wallis reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.
CEO/CIO Chris Wallis discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.
CEO/CIO Chris Wallis examines the July bank rally, strong GDP print, and deploying cash in SCV.
CEO/CIO Chris Wallis shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.
CEO/CIO Chris Wallis joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.
CEO/CIO Chris Wallis covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.
CEO/CIO Chris Wallis joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.
CEO/CIO Chris Wallis looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.
CEO/CIO Chris Wallis reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
CEO/CIO Chris Wallis breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.
CEO/CIO Chris Wallis shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.
CEO/CIO Chris Wallis details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
CEO/CIO Chris Wallis examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.
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