Here's a one-pager with links to our latest market commentary, financial planning and wealth management insights, and social media accounts.
📰 Articles
🎙️ Podcasts
📺 Videos
➡️
Number of the Day: 22%. That’s the share of the S&P 500 index held by just five stocks— a degree of concentration that is higher than during the dot-com era that preceded the early-2000s tech bust.
2024 Fixed Income Outlook: The case for lower interest rates in 2024 is straightforward, but the path is likely to be rocky. We expect lower Treasury yields and positive returns for investors. Click here for an in-depth report from
@KathyJones
:
Our newest podcast, On Investing, launches Oct. 27.
@KathyJones
and
@LizAnnSonders
will bring context to conversations around equities, fixed income and the economy. They'll share insights on what's moving the markets and answer investor questions.
🎙️
Schwab Market Update: Stocks are rising as the consumer price index (CPI) indicates core prices (excluding food and energy) were higher in February than in January, but lower than in February 2022. Our latest Market Update:
Market on Close:
@LizAnnSonders
and Michelle Gibley join
@OJRenick
on Market on Close to discuss:
▪️ Retail sales data
▪️ Fed expectations
▪️ U.S. debt-ceiling issue
▪️ China's economic recovery
🎥Watch
@TDANetwork
Market on Close:
▪️ Rally in the Treasury market
▪️ Look-ahead to this week's CPI report
▪️ Global inflation
▪️ Chinese stock market performance
@KathyJones
and Michelle Gibley kick off the week with
@OJRenick
on
@SchwabNetwork
's Big Picture Panel. 📸
We've believed all year that the economy has had a series of "rolling recessions" affecting various industries. The question is whether it will eventually become a formal recession.
@LizAnnSonders
,
@JeffreyKleintop
, and
@KathyJones
share their perspective:
Market on Close:
▪️ First trading day of 2024
▪️ Economic and Fed expectations for the new year
▪️ Trading and technical analysis
Nate Peterson and Collin Martin share their insights with
@OJRenick
on the
@SchwabNetwork
's Big Picture Panel. 🎥✨
Market on Close:
▪️ Takeaways from Friday's
#JobsReport
▪️ Global central banks' rate expectations
▪️ China’s outlook downgrade by Moody’s
Michelle Gibley and
@JoeMazzolaCS
share their insights with
@OJRenick
on the
@SchwabNetwork
's Big Picture Panel. 🎥
Market on Close:
▪️ Projections for next week's
#FOMC
meeting and inflation data
▪️ Bull versus bear thesis
▪️ Trading and technical analysis
@KathyJones
and Nate Peterson end the week by joining
@OJRenick
on
@TDAmeritrade
🎥
Market on Close:
▪️ Technical analysis and market performance
▪️ Debt ceiling discussion's potential impact on
Treasuries
▪️ Inflation and Fed expectations
Nate Peterson and Cooper Howard join
@OJRenick
on
@TDANetwork
.
Market on Close:
▪️ Q4 earnings season
▪️ Insights into the latest economic reports
▪️ Trading and technical analysis
▪️ Fed policy expectations
@LizAnnSonders
and Nate Peterson join
@NPetallides
on
@SchwabNetwork
's Big Picture Panel.
The latest from
@LizAnnSonders
: A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.
Market on Close:
▪️ Fed policy expectations for this week's meeting
▪️ Look-ahead to January's jobs report
▪️ Small-cap stocks
▪️ Earnings growth predictions
@LizAnnSonders
shares her insights with
@OJRenick
on
@SchwabNetwork
's Big Picture Panel. 🎥
Number of the Day: 4.7%. The year-over-year gain for retail sales in April, according to the U.S. Census Bureau. Schwab's Brad Sorensen shares his outlook for the consumer discretionary sector:
Market on Close:
▪️ Insights from the newly released Fed-created financial conditions index
▪️ Key takeaways from the latest economic data
▪️ Outlook on high-yield bonds
@LizAnnSonders
and Collin Martin join
@OJRenick
on
@TDANetwork
.
There's no doubt that exchange-traded funds (ETFs) are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of. Click here to learn more:
Market on Close:
▪️ Expectations for tomorrow's announcement of Fed policy
▪️ Insights from May inflation report
▪️ Earnings season results
▪️ Technical analysis
@RandyAFrederick
and Cooper Howard join
@OJRenick
on
@TDAmeritrade
Market on Close - Big Picture Panel:
▪️ Insights into recent economic reports
▪️ Earnings growth expectations
▪️ Factors driving equities
▪️ Technical indicators
@LizAnnSonders
and Joe Mazzola join
@OJRenick
on the
@SchwabNetwork
.
The main risk markets focus on in the second half of 2018 will likely be how the ongoing trade conflict plays out. More from
@JeffreyKleintop
's 2018 Global Mid-Year Outlook:
Market on Close
@SchwabNetwork
:
•What do Powell’s comments this week mean for international investors?
•What’s the latest on inflation and earnings growth in Japan?
@JeffreyKleintop
joins
@OJRenick
.
Affiliation Disclosure:
Market on Close:
▪️ June's
#PCE
inflation report
▪️ Federal Reserve rate cut expectations
▪️ Fixed income investing
@KathyJones
joins
@OJRenick
on the
@SchwabNetwork
's Big Picture segment.
Affiliation Disclosure:
Kevin Gordon joins
@OJRenick
for Market on Close today to share his views on the
#Fed
's latest message and potential implications for investors.
📹 The Big Picture Panel on
@SchwabNetwork
A falling stock price doesn't always mean a good deal. Read
@RandyAFrederick
's article on how to help assess the potential value of a stock to know whether it may be the right time to consider it:
Market on Close:
▪️ Takeaways from June's key jobs report
▪️
#FOMC
monetary policy projections
▪️ India's stock market performance
▪️ International economic data
@KathyJones
and Michelle Gibley end the week by joining
@OJRenick
on
@TDANetwork
🎥
Market on Close:
▪️ Impact of Fed commentary on Treasuries
▪️ Outlook on corporate bond market
▪️ Technical analysis and VIX performance
Collin Martin and Nate Peterson share their insights with
@OJRenick
on
@TDANetwork
Market on Close:
▪️ Outlook on riskier fixed income assets
▪️ Factors impacting Treasury yields
▪️ Bullish vs. bearish perspectives
Nathan Peterson and Collin Martin kick off the week by joining
@OJRenick
on
@TDANetwork
.
Weekly jobless claims come in slightly above consensus, but attention’s already turning to next week’s December employment data. Read the latest Opening Schwab Market Update:
Market on Close:
▪️ Takeaways from Friday's jobs report
▪️ Treasury market volatility
▪️ Stock market performance
▪️ Earnings outlook
@JoeMazzolaCS
and Collin Martin end the week with
@OJRenick
on
@SchwabNetwork
's Big Picture Panel. 🎥
Market on Close:
▪️ Insights from May jobs report
▪️ Potential for another Fed rate hike?
▪️ Trading and technical analysis
@KathyJones
and Nate Peterson end the week by joining
@Cline_Woods
on
@TDANetwork
📷
Collin Martin and Kevin Gordon wrap up the week with views on the February
#JobsReport
, Fed rate hike expectations, the U.S. banking system and other topics.
🎥Market on Close with
@OJRenick
on
@TDANetwork
.
On the Market on Close Big Picture Panel, Michelle Gibley shares her insights on the international economy and stock market with
@OJRenick
on the
@SchwabNetwork
.
Market on Close:
▪️ FOMC meeting minutes release
▪️ Should investors consider TIPS?
▪️ Q1 earnings season
▪️ Trading and technical analysis
@RandyAFrederick
and Collin Martin share their insights with
@OJRenick
on
@TDANetwork
.
Market on Close:
▪️ Stock sector performance
▪️ Look-ahead to upcoming economic reports
▪️ Investment grade corporate bonds
@LizAnnSonders
and Collin Martin join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Federal Reserve policymakers raised interest rates again, and the updated "dot plot" suggests two more increases in 2018.
@KathyJones
shares her views on the latest
#FOMC
meeting:
Short-term bond yields are high currently, but with the Federal Reserve poised to cut interest rates, investors may want to consider longer-term bonds or bond funds. Fixed income strategist Collin Martin shares his latest insights on the bond market:
Market on Close:
▪️ Impact of July's retail sales data on the markets and Fed expectations
▪️ Q2
#earningsseason
performance
▪️ The case for a soft landing
@LizAnnSonders
and Cooper Howard share their insights with
@Cline_Woods
on
@TDANetwork
🎥
Market on Close:
▪️ Inflationary and credit crunch fears
▪️ Potential impact of the Fed keeping monetary policy tight
▪️ What to expect from tomorrow's debt ceiling meeting
@KathyJones
and
@MikeTownsendCS
join
@RenitaDYoung
on
@TDANetwork
🎥
Market on Close:
▪️ Investing in small cap stocks
▪️ Federal Reserve monetary policy
▪️ Recent stock market performance
@KevRGordon
discusses the big picture with
@OJRenick
on the
@SchwabNetwork
.
Affiliation Disclosure:
Market on Close:
▪️ Look-ahead to next week's
#CPI
report
▪️ Outlook on long-term Treasury yields
▪️ Bullish vs. bearish perspectives
Cooper Howard and Nathan Peterson end the week with
@Cline_Woods
on
@SchwabNetwork
's Big Picture Panel 📷
Market on Close:
▪️ Expectations for this week's
#FOMC
interest rate decision
▪️ How banking sector turmoil could impact monetary policy
▪️ Q1 earnings season performance
@KathyJones
and Kevin Gordon join
@OJRenick
on
@TDANetwork
Market on Close:
▪️ Leading Economic Index (LEI) and other key reports
▪️ How the debt ceiling debate could weigh on markets
▪️ Expectations for the FOMC's May meeting
Collin Martin and Kevin Gordon join
@OJRenick
on
@TDANetwork
. 🎥
Market on Close:
▪️ Latest global economic reports
▪️ China's stock market performance
▪️ Hawkish Fed commentary
▪️ Recent Treasury yield movements
@JeffreyKleintop
and Collin Martin end the week on
@SchwabNetwork
's Big Picture Panel with
@Cline_Woods
.
Market on Close:
▪️ Jackson Hole Economic Symposium
▪️ Factors affecting Treasury yields
▪️ Bull vs. bear case
Nathan Peterson and Cooper Howard end the week by joining
@OJRenick
on
@TDANetwork
.
Market on Close:
▪️ Takeaways from the U.S.
#CPI
report
▪️ Reaction from stocks and bonds
▪️ Outlook on Fed rate cuts
▪️ Trading and technical analysis
Nate Peterson and Collin Martin join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel. 📸
Federal Reserve officials keep pointing to the potential problems of a tight labor market and inflation. All this has raised concerns that the Fed could overdo monetary tightening.
@LizAnnSonders
,
@JeffreyKleintop
, and
@KathyJones
share their perspectives:
The latest Schwab Market Perspective from
@LizAnnSonders
,
@KathyJones
, and
@JeffreyKleintop
: Investors continue to seek signs of a change in season—and clues about how the Federal Reserve might react to it.
Mid-Year Outlook: Global Stocks and Economy. The drama characterizing the first half of 2023 may abate, with potentially milder returns for investors due to effects from the Cardboard Box Recession. Latest from
@JeffreyKleintop
➡️
Market on Close:
▪️ Key takeaways from today's
#FOMC
monetary policy meeting 🏦
▪️ Insights from recent inflation data
▪️ Bull vs. bear case
Cooper Howard and Nathan Peterson share their views with
@OJRenick
on
@TDANetwork
🎥
Market on Close:
▪️ Long-term outlook on Treasury yields
▪️ Fed commentary
▪️ Impact of recent economic data
▪️ Small cap stock performance
@LizAnnSonders
and
@KathyJones
share their insights with
@OJRenick
on the
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Rotation in the stock market
▪️ Global central bank monetary policy
▪️ European stock market performance
@JoeMazzolaCS
and Michelle Gibley join
@DianeKingHall
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
@RandyAFrederick
and Nate Peterson join
@OJRenick
on
@TDANetwork
to discuss trading and technical analysis topics, impacts of the debt ceiling debate, Fed projections, and more. 📷
Collin Martin and Nate Peterson join
@OJRenick
for today's closing panel
@TDANetwork
. They'll share their perspective on PPI and other key data releases.
Market on Close:
▪️ Upcoming CPI inflation report
▪️ Outlook for Treasury yields
▪️ Federal Reserve rate cut expectations
@LizAnnSonders
and Collin Martin join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Outlook on the municipal bond market
▪️ Takeaways from recent economic reports
▪️ Recessionary concerns
▪️ Stock market performance
Cooper Howard and Kevin Gordon join
@OJRenick
on
@TDANetwork
📸
Market on Close - Big Picture Panel:
▪️ Federal Reserve monetary policy expectations
▪️ Thoughts on junk debt
▪️ Q3 earnings
▪️ Technical analysis
Collin Martin and Nate Peterson kick off the week with
@OJRenick
on
@SchwabNetwork
. 🎥
Market on Close:
▪️ Potential impact of Friday's key jobs report
▪️ Slight improvement in market breadth
▪️ Recent retreat in Treasury yields
@LizAnnSonders
and Cooper Howard share their insights with
@RenitaDYoung
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Market versus Fed monetary policy expectations
▪️ Performance within the stock market
▪️ Takeaways from recent housing data
Collin Martin and Kevin Gordon share their insights with
@OJRenick
on
@TDANetwork
🎥
Market on Close:
▪️ Opportunities in the international stock markets
▪️ China's recent economic performance
▪️ "Higher for longer" Fed
Collin Martin and Michelle Gibley end the week with
@Cline_Woods
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Upcoming
#FOMC
meeting
▪️ Treasury yield volatility
▪️ Credit spreads
Collin Martin kicks off the week by sharing his insights with
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Government shutdown risks and its potential impact on the markets
▪️ Senate confirmation of three
#Fed
nominees
▪️ Upcoming
#CPI
inflation data
@MikeTownsendCS
and Cooper Howard join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Fed commentary and how it is impacting the markets
▪️ Implications of economic and inflation data
▪️ Technical analysis
@KathyJones
and Nate Peterson end the week by joining
@RenitaDYoung
on
@TDANetwork
. 🎥
Market on Close:
▪️ Case for a soft landing
▪️ Expectations for the Fed's first rate cut
▪️ Q4 earnings season
▪️ Factors to consider when investing in equities
@LizAnnSonders
and Cooper Howard join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Preview for next week's Fed meeting
▪️ Credit spreads and fixed income securities
▪️ Stock sector breadth rotation
▪️ Technical analysis
@JoeMazzolaCS
and Collin Martin join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Q4 GDP revision
▪️ Friday's PCE inflation report
▪️ Trading and technical analysis
SCFR experts Cooper Howard and Nate Peterson join
@OJRenick
on
@SchwabNetwork
's Big Picture Panel.
Market on Close:
▪️ Fed's dual mandate
▪️ Volatility in the markets
▪️ Outlook on Treasury yields
@KevRGordon
and Cooper Howard discuss the big picture with
@OJRenick
on the
@SchwabNetwork
.
Affiliation Disclosure: