Schwab Market Perspective

Our point of view on recent market and economic activity.

Iran-related geopolitical risk has boosted stock volatility, especially in sectors like Energy. Uncertainty remains high and there are a range of scenarios for how this conflict could be resolved and how it might affect economic conditions and markets. It also has affected expectations for further Federal Reserve interest rate cuts, as officials may hesitate to lower rates until there's more clarity around the war's economic impact.

U.S. stocks and economy: Leadership shifts

  • Despite relatively flat, low-volatility headline indexes, market internals show widening dispersion, falling correlations, and broadening participation.
  • Equal-weighted indexes, small caps, and international equities are outperforming cap-weighted benchmarks, echoing past periods when heavy Tech concentration constrained index-level gains and increased vulnerability beneath the surface.
  • Iran-related geopolitical risk has boosted Energy leadership and volatility, while elevated stock- and sector-level swings reinforce the importance of diversification, rebalancing, and fundamentals-driven, active decision-making.

International stocks and economy: Energy supply shock

  • The war in Iran has evolved from a geopolitical event to a global energy supply shock. The disruption to energy and commodity supplies is likely to have an increasingly negative impact on economic and financial conditions the longer it goes on.
  • Even if military activity ends soon, the impacts to growth, inflation, and commodity prices could linger. And the longer energy and commodity supplies remain disrupted, the greater the potential economic damage. Asia appears most vulnerable, with Europe also facing meaningful exposure.
  • While markets would likely rebound in the case of an end to military operations, international developed and emerging market stocks may not resume their outperformance.

Fixed income: Fed's next move?

  • Recent geopolitical events and private credit market concerns have increased bond market volatility, influencing expectations for Federal Reserve policy and Treasury yields while raising questions about credit market spillover risks.
  • Contrary to typical perceived safe-haven behavior, 10-year Treasury yields rose sharply after the attacks on Iran, driven by inflation expectations and a shifting federal funds outlook. We expect the 10-year Treasury yield to stay above 4%, supported by inflation and fiscal concerns.
  • Investors are advised not to overreact, favor intermediate-term maturities and higher-rated bonds, and prepare for potential short-term volatility amid uncertain economic and geopolitical conditions.

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Past performance is no guarantee of future results.

Investing involves risk, including loss of principal.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.

International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk.

Small cap investments are subject to greater volatility than those in other asset categories.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.

Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

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