Two-Minute Market Focus
All of the market information you need in 120 seconds or less.
Episodes
185 episodes
1.21.25 - International Stock Considerations
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market and discusses some considerations when deciding whether investors should add more international stocks.
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3:02
1.6.25 - Initial Thoughts on 2025 Financial Markets
In this week's episode, Todd provides an update on the market and shares initial thoughts on 2025 financial markets.
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3:00
12.23.24 - Are Commercial Property Prices Improving?
In this week's episode, Todd provides an update on the market and analyzes the commercial property price appreciation index for core sectors.
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2:52
12.16.24 - Market Participation Broadening Out?
In this week's episode, Todd provides an update on the market and discusses the potential for market participation to broaden out in 2025.
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2:42
12.5.24 - Another Expectations Mismatch In 2025?
In this week's episode, Todd provides an update on the market and discusses the wide range of potential outcomes for 2025.
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3:15
11.25.24 - The US Consumer Remains Resilient
In this week's episode, Todd provides an update on the market and discusses how the US consumer continues to show strength.
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2:34
11.11.24 - Interest Rate Cuts Yet Again...
In this week's episode, Todd provides an update on the market and discusses the Federal Reserve's decision to cut interest rates for the second time.
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3:03
11.4.24 - Office Real Estate Continues to Smolder
In this week's episode, Todd provides an update on the market, discusses banks leading the market higher, and analyzes the current state of office real estate.
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3:08
10.28.24 - How Low Can You Go?
In this week's episode, Todd provides an update on the market and discusses the low levels for both high yield and investment grade bonds.
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2:48
10.21.24 - S&P 500 Earnings First Look
In this week's episode, Todd provides an update on the market and analyzes what the early earnings reports may be indicating.
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2:04
10.14.24 - Is The Yield Curve Normalizing?
In this week's episode, Todd provides an update on the market and analyzes what is happening with the U.S. Treasury yield curve.
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2:28
10.7.24 - Analyzing Food Price Inflation
In this week's episode, Todd provides an update on the market and discusses how a resumption in food price inflation may contribute to a cloudier inflation outlook.
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2:44
9.30.24 - China On The Rise
In this week's episode, Todd provides an update on the market and analyzes the potential impact of the People's Bank of China's most aggressive financial stimulus package since the pandemic.
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2:19
9.17.24 - Analyzing the US Consumer Price Index
In this week's episode, Todd provides an update on the market and analyzes August's US Consumer Price Index. ...
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2:28
9.9.24 - Yield Curve Returns To A Positive Slope
In this week's episode, Todd provides an update on the market and analyzes the US Treasury market yield curve.
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2:28
8.26.24 - Potential Impact of Rate Cuts on Bonds
In this week's episode, Todd provides an update on the market, analyzes what may happen to bonds when the Fed cuts rates, and explores whether office REITs are signaling the all clear in commercial real estate.
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4:00
8.19.24 - Inflation Continues To Trend Lower
In this week's episode, Todd provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators.
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3:45
8.12.24 - Volatility Will Be With Us...
In this week's episode, Todd provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor.
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2:30
8.5.24 - Discussing The Turbulence From Asia
In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up.
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2:43
7.29.24 - Supportive Equity Market Momentum
In this week's episode, Todd provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet.
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4:17
7.22.24 - A Durable Equity Rotation?
In this week's episode, Todd provides an update on the market and analyzes whether the "rotation" in markets could be durable. Click he...
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3:19
7.15.24 - S&P 500 Earnings Durability
In this week's episode, Todd provides an update on the market and analyzes the persistent underappreciation of earnings as measured by estimated versus actual.
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3:42
7.8.24 - Market Concentration Set To Lessen
In this week's episode, Todd provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance.
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3:24