Market Insight

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.

Schwab Market Perspective: A Perfect Mix?
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop
January 13, 2017

Are different factors coming together to create a perfect mix for a continuation of the bull market for U.S. stocks?

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.

Fed Shocks No One and Raises Rates
by Liz Ann Sonders
December 14, 2016

The Fed acted as expected and raised rates by 25 basis points; while also boosting its outlook and raising expectations for 2017 from two hikes to three.

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.

Sign O’ the Times: Sell in May and Go Away?
by Liz Ann Sonders
April 25, 2016

With May upon us, investors will begin to ponder whether to “sell in May and go away,” while also reveling (?) in the Dow’s “Golden Cross.”

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.

Brexit: 5 Things Investors Need to Know
by Jeffrey Kleintop
February 22, 2016

Britain will hold a referendum on June 23 to decide whether to remain in the EU or to “Brexit”. Investors can expect more volatility in the markets as the effects on the U.K. and Eurozone economy are considered.

Market Volatility: What Investors Should Know
by Schwab Center for Financial Research
February 11, 2016

Market volatility can make anyone nervous. Here's what investors should know now.

Negative Interest Rate Policy Adds Up To Less than Zero for Investors
by Jeffrey Kleintop
February 08, 2016

While central banks’ QE programs lifted stock prices in recent years, the latest shift by central banks to negative interest rate policy seems to be weighing on stocks and may be working against their intentions of promoting economic growth.

Central Banks to the Rescue?
by Jeffrey Kleintop
January 25, 2016

Rather than rescuing investors, comments from central bankers are more likely to create volatility in the markets until the global economic path is clearer.

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.