The Annex Wealth Management SWOT Podcast Annex Wealth Management

A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat. 

AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat. 

Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates. 

The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat. 

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify. 

Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.