Please check out my latest video on why I don’t see a recession anytime soon.

Economics 101 told us a recession is 2 quarters of negative GDP. Unfortunately, we were taught wrong (see below - we had a 2-month recession in 2020). In reality, NBER defines recessions. With the data that they watch solidly positive, a recession is unlikely anytime soon.

Equity markets have rebounded off of lows, but risks are starting to rise. In this video, I discuss the ramifications of the surge in bond yields and what this week’s key events mean for them.

Thank you Alex Ortolani and WealthManagement.com for the opportunity to discuss these burning questions that our advisors are getting from their clients.

Tariffs haven’t really impacted so called “hard” economic data just yet. This may change on Friday with the payroll report. Please watch and thank you.

Inflation has slowed as #tariffs tend to be deflationary at first (slows economic growth and hurts economically sensitive commodities). But expect Wednesday's #CPI to show the higher impact on inflation. Watch this report & that day's 10-year Treasury auction for market clues.

If you are looking for more economic and market insights, please follow our new LinkedIn Showcase page: bit.ly/45gJAf4 #Fed #Tariffs #StockMarket

Please see our latest comments around the Israel-Iran conflict. Key message: geopolitical flare-ups tend to cause short term market weakness, but rarely lead to significant downturns. Patience, discipline, and long-term perspective remain the best tools navigating uncertainty.

I am so humbled for this recognition. It is incredibly meaningful, but it’s not just about me. It’s a reflection of the smart, dedicated, and forward-thinking investment team I have the privilege to lead Cetera Investment Management Thank you to my team—and to all who trust us to provide

While Middle East tensions seem to be de-escalating, the #Fed remains an important financial market uncertainty this week. Please listen to my video for more details.

Are you also a fan of both the financial markets and HBO's The White Lotus like I am? If so, I presented this comparison at our top advisor meetings and also summarized it in the commentary here: bit.ly/3HGmKnf

We will definitely be watching the events in the Middle East. However, domestically the #Fed remains a significant market driver. #Fedspeak will be scrutinized, especially with Fed Michelle Bowman today pushing for a July rate cut.

Thank you Nicole Petallides and Schwab Network for the opportunity to discuss the economy and financial markets on such a volatile day.

Please check out our just released Mid-Year Outlook. We discuss the economy, financial markets, primary risks to be watching, and actionable investment advice. #fed #inflation #stocks

Thank you Brad Smith and Yahoo Finance for the opportunity to discuss the #Fed, #AI, NVIDIA, and market volatility. Looking forward to what’s next in this White Lotus financial market.

Thank you Caroline Woods and TheStreet for the opportunity to discuss the economy, inflation, the Fed and our financial markets this morning!

Big week for economic data starts tomorrow. Watch carefully the prices-paid component of the ISM Manufacturing report for clues on tariff induced inflation. #TariffsImpact #tariffs #fed

Thank you Frank Holland, Worldwide Exchange, and CNBC for the opportunity this morning to discuss the economy, tariffs, and the financial markets.

Please check out our newest commentary in which we compare the #TourDeFrance and navigating the financial markets. It’s not a sprint, it’s a 21-stage endurance test. Just like our financial markets.