We discuss the halftime report for markets and our thoughts on asset allocation for the back half of the year.

4:43 min video

We look at various debt ceiling scenarios and the market implications for each.

4:41 min video

We take a closer look at where the macro meets the micro as we continue to march toward recession later this year.

4:43 min video

We discuss the current financial environment and what it means for investors.

4:54 min video

We reflect on the first two months of the new year and look ahead at what likely comes next.

4:37 min video

We take a look at Q4 earnings season to close out 2022 and the outlook for earnings in 2023.

4:54 min video

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