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Market Insight

Sympathy for the Devil in the Details of Wage Growth
by Liz Ann Sonders
May 23, 2016

Employment has undeniably improved, but wage growth has been notably subdued in this cycle … or has it?

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.

Schwab Market Perspective: Corporate Caution…Global Recession?
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop
May 13, 2016

Stocks seem unable to break out to the upside, corporate caution continues, but it seems unlikely we’re headed for a global recession.

Against the Wind: The Sentiment-Driven Rally Could Take a Breather
by Liz Ann Sonders
May 09, 2016

The stock market rally off February’s low has been more sentiment-driven than fundamentally-driven, while some sentiment data now shows some caution is warranted.

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.

Recession: Your Time is Gonna Come … But Not Yet
by Liz Ann Sonders
April 11, 2016

Two events recently triggered renewed recession concerns; but we side with the four living Fed chairs in believing the risk is exaggerated (by some).

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.

Echo: Are Stocks Getting Back in Cycle?
by Liz Ann Sonders
March 28, 2016

For the second time during this stock market cycle, we moved back into an “Echo Bear” … for more on market cycles and their phases, read on.

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.

Seven: Happy Anniversary Bull Market (?)
by Liz Ann Sonders
March 14, 2016

Celebrations of the U.S. bull market’s seventh anniversary and its recent rally have been muted; perhaps because it’s not yet official, and risks remain.

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.

Good Times Bad Times…and Lots in Between
by Liz Ann Sonders
February 29, 2016

Peel back the curtains of pessimism and apocalyptic scenarios and find your inner optimist—it will probably serve you well in the long-term.

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.

Geopolitical risks in 2016: Is your portfolio prepared?
by Jeffrey Kleintop
January 11, 2016

There are three basic guidelines for investors when it comes to assessing the investment implications of geopolitical events.

How Rate Hikes Impact International Stock Markets
by Jeffrey Kleintop
December 21, 2015

The central banks of 20 nations raised interest rates in 2015, but not all countries are as well–positioned as the U.S. to handle the impact of rate hikes.

Decoding Devaluations: What Do Currency Moves Mean for Your Money?
by Jeffrey Kleintop
December 07, 2015

Find out more on how currency devaluations could impact your investment portfolio.

India Becomes World’s Fastest Growing Economy: What Investors Need to Know
by Jeffrey Kleintop
November 23, 2015

India has taken the title of the world’s fastest growing economy from China. Despite obvious similarities, the differences between these two economies mean the new leadership holds unique impacts for the global economy and markets.

What are earnings reports telling us about the global economy?
by Jeffrey Kleintop
November 09, 2015

Find out what company earnings reports are telling us about the global economy.

European Refugee Crisis: Five Takeaways for Investors
by Jeffrey Kleintop
September 28, 2015

As thousands of people continue to cross into Europe each day, there are economic and political implications for investors to consider beyond the tragic human suffering.

Which Central Banks are Hiking Rates and What Does it Mean for Markets?
by Jeffrey Kleintop
September 14, 2015

The United States isn’t the only nation with a central bank likely to be raising rates in the coming months with implications for global stock market performance. 

Panic Is Not a Strategy—Nor Is Greed
by Liz Ann Sonders
August 24, 2015

In a world where time horizons have shrunk precipitously, think longer term.

Q2 Earnings Season: Comforting or Concerning?
by Jeffrey Kleintop
August 03, 2015

What is the global earning picture telling us?

5 Things You May Have Missed While You Were Greeking Out
by Jeffrey Kleintop
July 06, 2015

Five developments unrelated to the situation in Greece may be at least as important to the direction of markets in the second half of 2015.

Is It Too Late To Buy Chinese Stocks?
by Jeffrey Kleintop
June 08, 2015

Investors should look beyond the headlines of a stock market bubble in China.

M&A Boom May Be Good News for Investors
by Jeffrey Kleintop
May 29, 2015

A new M&A boom that has companies putting their cash to work buying other businesses could boost global stock values.