
Two-Minute Market Focus
All of the market information you need in 120 seconds or less.
Episodes
205 episodes
10.13.25 - Correlations and Diversification
Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in ...
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2:26

9.29.25 - Why Haven’t Tariffs Been Disruptive Yet?
How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, ...
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2:51

9.15.25 - An Active Week for Global Central Banks
The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current ...
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2:40

9.2.25 - Chinese Stock Market Battling Back?
In this episode, Focus Partners’ Todd Jones examines the high performance of gold and the rebounding of Chinese stocks, sharing his opinion of what these developments could mean. He also provides an update on market performance and recession in...
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2:42

8.18.25 - Examining U.S. IPO Activity
In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators...
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3:27

8.4.25 - Does the S&P 500 Have a Concentration Issue?
In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.
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4:15

7.21.25 - Potential Impacts of the Genius Act and Clarity Act
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares...
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4:47

7.7.25 - Comparing International Stocks and Currency Returns
Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and com...
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2:52

6.23.25 - Middle East Turmoil Implications
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.
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4:58

6.9.25 - Is the IPO Market Making a Comeback?
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it...
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2:56

5.27.25 - The U.S. Steel/Nippon Steel Merger Potential Impacts
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
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2:15

5.12.25 - Analyzing the Federal Reserve’s Recent Announcement
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
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3:14

4.29.25 - Are Tariff Impacts Starting to Show?
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
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3:37

4.14.25 - What Are Bond Markets Suggesting?
In this episode, Chief Investment Officer Todd Jones provides an update on market performance, shares how the probability of a recession has evolved over the last few weeks, and interprets what the bond markets are suggesting.
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3:22

3.31.25 - Analyzing the Extreme Market Sentiment
In this episode, Chief Investment Officer Todd Jones provides an update on the future of capital flows and what companies are saying in their earnings reports amid rising recession concerns.
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2:40

3.17.25 - The Current Drawdown of US Stocks
In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investab...
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2:31

3.1.25 - Can We Trust the Rally in Chinese Stocks?
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on February’s market performance, recent digital asset prices, and the recovery of Chinese markets.
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2:58

2.25.25 - How Could Tariff Policies Affect the Economy?
In this episode, Focus Partners Wealth’s Chief Investment Strategist Jason Blackwell shares his perspectives on the ongoing changes in tariff policies communicated by the current administration.
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2:18

2.17.25 - Analyzing Fourth Quarter Earnings
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market’s performance this month, including fourth quarter earnings, the rising stock/bond correlation, and using gold as a diversifier. <...
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3:01

2.3.25 - New Tariff Policies and the Stock Market
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
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2:47

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
