Two-Minute Market Focus

Hosted by Focus Partners

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Episodes

226

Latest episode

Aug 2026

Language

EN-US

About the show

All of the market information you need in 120 seconds or less.

Listen to episodes

60 recent

September 9, 20263 min

9.8.26 - Keeping An Eye on Future Returns as Commodities Lead Markets Higher

Commodities led markets higher over the past 30 days as renewed geopolitical tensions added pressure to global energy markets. In this week’s episode, Focus’ Todd Jones discusses recent market performance, what warning signs net U.S. equity issuance can provide, and why global bond yields remain an important area to watch closely. Click here to view supporting charts referenced in today's episode.

August 25, 20262 min

8.24.26 - The Commercial Real Estate Comeback

Markets have continued to show resilience during the summer months, with several asset classes posting gains despite a typically quieter period for market activity. In this episode, Focus’ Todd Jones discusses recent market leadership, why the bond market remains an important area to monitor, and how improving trends in commercial real estate may support a risk-on outlook. Click here to view supporting charts referenced in today's episode.

August 11, 20262 min

8.10.26 - Third Quarter 2026 Performance

How do recent readings in the manufacturing and services sectors help shape our view of the U.S. economy? In this episode, Focus’ Todd Jones discusses recent market performance, the underlying strength in key areas of the economy, and why the bond market remains an important signal for investors to watch. Click here to view supporting charts referenced in today's episode.

July 28, 20263 min

7.27.26 - What's Fueling the Market's Resilience?

Markets have continued to climb despite volatility across commodities, equities, and fixed income. In this episode, Focus’ Todd Jones breaks down year-to-date performance trends, small-cap leadership, earnings growth expectations and the continued rise in AI capital spending. Click here to view supporting charts referenced in today's episode.

July 14, 20262 min

7.13.26 - Credit Market Calm

Credit markets have settled into a quieter stretch, with volatility subdued and trading largely range-bound. In this episode, Focus’ Todd Jones shares how spreads might be starting to suggest a different outcome later this year, and takes a look at recent market performance and key correction/recession indicators. Click here to view supporting charts referenced in today's episode.

June 30, 20263 min

6.29.26 - Potential Impact of SpaceX’s Unlock Period

What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators. Click here to view supporting charts referenced in today's episode.

June 9, 20262 min

6.8.26 - An Imbalanced Supply-and-Demand Picture

New IPO activity is creating an imbalanced supply-and-demand picture in the stock market. Which way will the market trend once SpaceX, OpenAI, and Anthropic become public? In this episode, Focus Partners’ Todd Jones explores how the equity market supply and demand may create imbalance as well as performance trends and correction/recession indicators. Click here to view supporting charts referenced in today's episode.

May 26, 20262 min

5.26.26 - Inflation Progression Then vs. Now

How do inflation trends from the 1970s compare to the 2020s? In this episode, Focus Partners’ Todd Jones explores inflation progression, performance trends, and correction/recession indicators. Click here to view supporting charts referenced in today's episode.

May 12, 20263 min

5.11.26 - Analyzing the “Buffett Indicator”

The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators. Click here to view supporting charts referenced in today's episode.

April 28, 20263 min

4.27.26 - Bottleneck in the Semiconductor Sector?

Is the bottleneck in the semiconductor sector real? In this episode, Focus Partners’ Todd Jones unpacks this timely topic and shares his thoughts on the SpaceX IPO, performance trends, and correction/recession indicators. Click here to view supporting charts referenced in today's episode.