Market Insight

Radioactive: Is Passive’s Dominance Over Active Set to Wane?
by Liz Ann Sonders
February 27, 2017

The macro landscape has led to passive investing strategies handily outperforming active strategies…but the winds are shifting toward a better environment for active.

The stock market sees nothing to worry about—that may be about to change
by Jeffrey Kleintop
February 21, 2017

Stock markets are currently behaving as if there is nothing to worry about, but that may be about to change now that we are within 45 trading days of the French Presidential election.

Better Days: Earnings Growth Picks Up Sharply in 2017
by Liz Ann Sonders
February 13, 2017

We step away from the macro and focus on the micro of earnings and valuation... courtesy of the surge in the former, the latter looks reasonable.

Schwab Market Perspective: Not So Fast!
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop
February 10, 2017

Uncertainty among investors appears to be rising as the Trump administration attempts to race ahead with its policy priorities—what does it mean for stocks?

Simple Indicators In A Complex World
by Jeffrey Kleintop
February 06, 2017

When people feel there is a situation that is out of their control or too complicated to analyze, they often fall back on rules of thumb to make decisions.

Rise Up: Dow 20k Fails to Thrill Individual Investors
by Liz Ann Sonders
January 30, 2017

With the post-election surge in stocks, and the subsequent passing of 20k by the Dow, investor sentiment expectedly surged; but individuals have become wary.

Five Reasons to Stay Invested Despite Heightened Uncertainty
by Jeffrey Kleintop
January 23, 2017

There are five reasons to stay invested despite the heightened uncertainty.

Not Fade Away: Will High Consumer/Business Confidence Fade or Persist?
by Liz Ann Sonders
January 17, 2017

Most measures of both consumer and business confidence have surged post-election; with consumer confidence likely more stable and business confidence possibly more fickle.

The CURE for a calm market: Four risks for 2017
by Jeffrey Kleintop
January 09, 2017

After a calm post-election climb for stocks, developments in China, United Kingdom, Russia, and Europe may bring a return of volatility.

Luminous Times: Looking Ahead With Optimism About 2017
by Liz Ann Sonders
January 03, 2017

The rally has been called the "Trump trade" but the economic and earnings inflection points pre-dated the election. Optimism is warranted, but greed should be kept in check.

5 Reasons International Stocks May Underperform in 2017
by Jeffrey Kleintop
December 12, 2016

There are five key reasons developed international stocks may lag U.S. stocks again in 2017.

You’ve Got to Earn It: Valuations Aided by Improving "E"
by Liz Ann Sonders
December 05, 2016

Economic and corporate earnings momentum has picked up sharply heading into 2017; but the inflection point trend pre-dated the U.S. presidential election.

Happy Unrecession: The Alice in Wonderland economy
by Jeffrey Kleintop
November 28, 2016

While the odd and upside-down developments confronting investors may seem mad, the stock market gains are not as misguided or illogical as they may at first seem.

Emotional Rescue: What to make of the post-election surge?
by Liz Ann Sonders
November 21, 2016

The post-election rally has been remarkable and likely reflects pro-growth policies expected next year; but also the long-awaited revival of animal spirits.

Trump Wins: What Happens Now?
by Schwab Center for Financial Research
November 10, 2016

 

Recession Odds Pass Key Threshold
by Jeffrey Kleintop
October 31, 2016

A reliable historical indicator suggests the events of October may have been more soothing than scary for long-term investors.

Three Reasons Stocks May Avoid Another Lost Decade
by Jeffrey Kleintop
October 17, 2016

The end of September marked 10 years with no growth in earnings and nine years with no gain in the stock market—what will the next 10 years offer investors?

Going Godzilla: What has the Bank of Japan Unleashed?
by Jeffrey Kleintop
October 03, 2016

The Bank of Japan faces a rising risk that their policy has created a monster that may be getting harder to control.

World Tour: An Around The World Look At the Economic Landscape
by Jeffrey Kleintop
September 19, 2016

The global picture may have brightened a little, thanks largely to Asia, but with little momentum to that improvement.

Mind the Gap: Are Earnings Expectations Too High?
by Jeffrey Kleintop
September 06, 2016

After a year and a half of cutting their earnings estimates for the world’s companies by a total of 14%, analysts have spent the past six months raising them. Are they now expecting too much?

Your portfolio may be less diversified than you think
by Jeffrey Kleintop
August 22, 2016

Investors with a large home bias in their portfolio may not be nearly as diversified as they believe.

Does Zika pose an Olympic-sized risk to stocks?
by Jeffrey Kleintop
August 08, 2016

While the threat of Zika at the Olympic Games may garner headlines, past world pandemics show us that the market impact has not been significant—even when the global economy was especially vulnerable to a shock.

Earnings estimates are rebounding: what it means for stocks
by Jeffrey Kleintop
July 25, 2016

Analysts’ improving outlook for corporate earnings has tracked the trend of better than-expected economic data, helping to support stocks in the face of negative geopolitical events.

Three Reasons Why Now is Not the Time to Retreat from Global Diversification
by Jeffrey Kleintop
July 11, 2016

The Brexit is another in a series of political, economic and financial shocks coming from outside the United States. So is it time for long-term investors to retreat from global diversification to the perceived relative safety of the U.S. stock market?

After the Brexit Vote: What Lies Ahead for Markets?
by Jeffrey Kleintop
June 27, 2016

U.K. voters' decision to exit the European Union has rocked global markets. What will "Brexit" mean for investors going forward?

Five ways investors can make the most of slower growth
by Jeffrey Kleintop
May 31, 2016

Making the most out of a slower growth environment may help define investment success in the coming years leading investors to find bright spots among mega-caps and emerging market stocks.

Japan: Another Recession Coming?
by Jeffrey Kleintop
May 16, 2016

Japan’s economy is struggling and may be set to disappoint economists’ expectations for a sharp rebound in economic growth this year.

Eight Years Later: Europe’s Economy is Back and its Stocks are Leading Global Markets
by Jeffrey Kleintop
May 02, 2016

Europe’s improving economy pushed back above its prior peak eight years ago and has been helping lift European stocks above those of other developed markets.

Earnings Season for Investors: It’s a Marathon, Not a Sprint
by Jeffrey Kleintop
April 18, 2016

The Boston Marathon offers investors an important lesson in behavioral biases for investors to keep in mind this earnings season as companies may lower their outlook for profits.

What do the stock market trends in the first quarter mean for Q2 and beyond?
by Jeffrey Kleintop
April 04, 2016

Stocks’ wild ride and dominant themes in the first quarter hold key messages for investors about the second quarter and beyond.

Risks to the Rally: What Could End the Stock Market Rebound?
by Jeffrey Kleintop
March 21, 2016

Since the start of November the global stock market has been retracing the pattern seen in the second half of last year. We see three risks to the rally, but also see reasons to believe it is not over yet.

Trust but Verify: Five Independent Indicators of China’s Economy
by Jeffrey Kleintop
March 07, 2016

Some data coming out of China could be considered questionable. Learn where to look for a more accurate picture.

Bargain Hunters Beware: Is the Rally for Real?
by Jeffrey Kleintop
October 26, 2015

Investors shouldn’t mistake the double-digit rebounds seen in some emerging markets this month as an all-clear sign to snap up bargains.