Two the Point – Earnings Climb as the Fed Divide Grows
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point
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Two the Point — Earnings, Expectations, and Economic Balance
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Signals in the Static
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — The Quiet Strength of the Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — No Cuts, No Clarity
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Cool Inflation, Warm Risks
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — The Soft Side of Hard Data
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Where Does The Fed Go From Here?
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Redefining the AI Race
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — 2025 Mid-Year Outlook: Building Resilience
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Tariff Truce, Steady Data and a Shifting Narrative
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Still Standing, But Showing Signs of Strain
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Resilience Remains Despite a Cooling Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Resilient Data vs Weak Fundamentals
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Volatility: The Price of Admission for Long-Term Investing
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Macro Signals Amid Market Volatility
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Tariffs, Tensions, and a Resilient Core
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — March Malaise or Spring Setup?
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Caution in the Air: What’s Next?
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Markets Wobble, Cracks Remain Shallow
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Market Shifts & Short-Term Shakes: Navigating Uncertainty with Perspective
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
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Two the Point — Confidence Drops, Markets Hold: A Soft Landing or Just Soft Talk?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
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Two the Point — Market Crossroads: Mixed Signals, Steady Outlook
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
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Two the Point — Earnings Power Fueling Market Momentum
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss earnings power fueling market momentum.
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Two the Point — Tariffs, Trade Wars, and Market Resilience
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss tariffs, trade wars, and market resilience.
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Two the Point — AI Disruption and Market Resilience
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss AI Disruption and Market Resilience.
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Two the Point — Strong Finish, Soft Start?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a potential soft landing in 2025.
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Two the Point — 2025: The Soft Landing Saga
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a soft landing in 2025.
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Two the Point — Easing into 2025: Balancing Growth and Opportunity
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss balancing growth and opportunity.
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Two the Point — 2025 Federal Reserve Outlook
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the 2025 Federal Reserve Outlook.
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Two the Point — 2025 Outlook: Staying Strategic in an Evolving Market Environment
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the factors that could shape the markets and economy in 2025.
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Two the Point — Optimism in Full Swing: Small Wins, Big Moves
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss surging optimism and continued strength in consumer spending.
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Two the Point — Jobs, JOLTS, and the Holiday Hustle
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss jobs, JOLTS, and the Holiday Hustle.
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Two the Point — Thankful for Resilience: Markets and Momentum in 2024
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the market and momentum in 2024.
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Two the Point — The Fed’s Balancing Act Continues
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed’s balancing act.
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Two the Point — Fed, Profits, and the 2025 Outlook
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed, profits, and the 2025 Outlook.
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Two the Point — Election Aftermath: Fading the Noise & Finding Growth
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss election aftermath.
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Two the Point — Polls, Policies and Prices
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss polls, policies and prices.
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Two the Point — Earnings and Economy: Soft Landing Path Holds
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
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Two the Point — Steady Households, Measured Fed
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the strength of U.S. households and manageable inflation.
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Two the Point — Revised and Resilient: A Stronger U.S. Economy
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss a stronger U.S. economy.
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Two the Point — Soft Landing in Sight?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
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Two the Point — The Fed’s Pivot: A Step Toward Neutral
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Federal Reserve’s recent 50 basis point rate cut.
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Two the Point — Shifting Gears: Powell Signals Rate Cuts on the Horizon
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss Federal Reserve Chairman Jerome Powell’s speech at the Jackson Hole Economic Symposium.
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Two the Point — Gearing Up for Jackson Hole
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Federal Reserve’s annual Jackson Hole meeting and election season.
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Two the Point — Navigating Volatility
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss navigating volatility.
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Two the Point — Market Valuations Beyond the Mega-Caps
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss market valuations beyond the mega-caps.
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Two the Point — Market Marvels: The Magnificent Rotation
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we explore recent market shifts and Q2 earnings season highlights.
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