S&P 500 & Annex Wealth Management
9 shared events · Importance 3 · Last updated Aug 21, 2026
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Business
S&P 500: The S&P 500 is on track for a weekly loss of about 2%, snapping a three-week winning streak, but futures rose on Friday. UBS raised its year-end target to 8,100.
Annex Wealth Management: UBS raised its year-end S&P 500 target to 8,100, citing a stronger earnings outlook.
Aug 21, 2026 · 7 articles
Business
S&P 500: The S&P 500 is used as a benchmark against which SpaceX's long-term performance is predicted to underperform, making S&P 500 index funds a more prudent investment according to analysts.
Annex Wealth Management: Annex Wealth Management offers expert commentary on SpaceX's large retail allocation in its IPO.
Apr 20, 2026 · 457 articles
Domestic
S&P 500: The S&P 500 rose, on track for its best week in nearly two months, due to easing interest rate hike concerns, despite mixed performance from chip stocks.
Annex Wealth Management: Brian Jacobsen, chief economic strategist at Annex Wealth Management, provided commentary on the labor market data and its implications for the United States — Federal Reserve.
Jul 02, 2026 · 27 articles
Business
S&P 500: The S&P 500 finished virtually unchanged, reflecting a mixed performance across a broad range of U.S. stocks.
Annex Wealth Management: Annex Wealth Management is represented by its chief economic strategist, Brian Jacobsen, who provides market analysis.
Jul 02, 2026 · 6 articles
International
S&P 500: The S&P 500 is affected by oil prices and geopolitical uncertainty, but has been near record highs.
Annex Wealth Management: Wealth management firm whose strategist commented on the elusive nature of a durable deal.
Jun 16, 2026 · 349 articles
Business
S&P 500: The S&P 500 is used as a benchmark to compare capital expenditure by hyperscalers to non-technology companies, highlighting the scale of AI investment.
Annex Wealth Management: Frederik Ducrozet, head of macroeconomic research at Annex Wealth Management, notes that major AI powerhouses are not yet profitable, arguing for more caution despite the investment cycle.
Jun 05, 2026 · 13 articles
Domestic
S&P 500: Initially rose on Treasury announcement but later fell as yields rebounded; overall volatile.
Annex Wealth Management: Called buyback a temporary salve.
Aug 19, 2026 · 127 articles
Business
S&P 500: S&P 500 futures declined 0.3%, reflecting broader market caution.
Annex Wealth Management: Annex Wealth Management, through Toni Meadows, provided commentary on Apple's AI positioning.
Jul 08, 2026 · 107 articles
International
Annex Wealth Management: Brian Jacobsen, chief economic strategist at Annex Wealth Management, expressed skepticism about the long-term effectiveness of the ceasefire.
Apr 08, 2026 · 52 articles
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Annex Wealth Management raised S&P 500 target S&P 500US stock futures rise...
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