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專家分享對美國及全球市場的觀點

成功投資源自掌握市場資訊,閱讀嘉信資深市場專家的見解,以緊貼股票市場的脈搏。

(以下資訊只提供英文版本)


US Market Commentary

EleVation: Some V-Shaped Economic Data to Cheer
Market Commentary

by Liz Ann Sonders
February 22, 2021
Looking at the latest economic data reveals V-shaped recoveries in many goods-based indicators; while services has more catch-up to do.
Market Commentary

by Jeffrey Kleintop
February 16, 2021
China’s growth for 2021 appears strong, but February holds key developments that could impact this outlook, including stock delistings, trade, and COVID-19.
Schwab Market Perspective: Disconnection
Market Commentary

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
February 12, 2021
Economic recovery is broadly expected as COVID-19 vaccinations accelerate, but improvement has yet to be seen.
Lesson Learned? Takeaways From the GameStop Saga
Market Commentary

by Liz Ann Sonders
February 8, 2021
As quickly as it soared to the moon, GameStop came back down to earth; but the lessons learned are key to turning day trading speculators into longer-term investors.
Your Portfolio May Be Less Diversified Than You Think
Market Commentary

by Jeffrey Kleintop
February 1, 2021
Obtaining global diversification has never been easier.
Steady as We Go: Fed Keeps Rates Unchanged
Market Commentary

by Liz Ann Sonders
January 27, 2021
As expected, the Fed kept rates unchanged; but did make clear its view that vaccines are key to the trajectory of the economic recovery.
Top Five Global Investment Risks In 2021
Market Commentary

by Jeffrey Kleintop
December 21, 2020
Risk is often the result of a very high degree of confidence among market participants in one specific outcome.
Rise Up: Vaccines Brought Broader Market Participation
Market Commentary

by Liz Ann Sonders
December 14, 2020
The market’s tenor changed in early September, when the “rotation era” began; with the benefit of better breadth, but the risk of euphoric sentiment.
Market Commentary

by Jeffrey Kleintop
December 7, 2020
The planned vaccine rollout is good news that has lifted the stock markets around the world. But the reality of the rollout faces risks that could extend the time frame for mass immunizations.
Market Commentary

by Liz Ann Sonders
November 30, 2020
Stocks head into 2021 having crossed the COVID chasm; but the economy has more work to do. Will vaccines get us to the other side?
2021 Schwab Market Outlook

by Jeffrey Kleintop
November 23, 2020

As 2020 draws to a close, economic momentum is fading with infection rates on the rise, governments responding with more lockdowns, and few prospects for any major near-term fiscal stimulus. However, the global economy has the potential to make a full recovery in 2021, rebounding from the -4.4% decline in 2020 with growth of +5.2% in 2021, according to current estimates from the International Monetary Fund (IMF).

Market Commentary

by Liz Ann Sonders
November 16, 2020
Recent positive COVID-19 vaccine may represent a light at the end of the tunnel; but the resurgent virus means we’re still in the darkest part of the tunnel.
Election Day to Inauguration Day: a test for global stock markets
Market Commentary

by Jeffrey Kleintop
November 9, 2020
Stock market performance during the transition period between outgoing and incoming U.S. presidents tends to be more dependent on the economic cycle than the election results.
“De-globalization” Already Happened And It Didn’t Matter
Market Commentary

by Jeffrey Kleintop
October 26, 2020
In 2020, politics and the pandemic have led to a lot of speculation that they could bring about an end to the rise of globalization—yet that began over a decade ago.
Global Impact of a “Blue Wave” Election Outcome
Market Commentary

by Jeffrey Kleintop
October 12, 2020
The potential economic and market impacts a “Blue Wave” for the U.S. election could have on five key areas: taxes, labor, the environment, oil and trade.
Election Blues: Looking at Election History for Market Guidance
Market Commentary

by Liz Ann Sonders
October 5, 2020
With investors already on edge regarding election uncertainty, an “October surprise” arrives yet again. Can history provide some guidance on how elections impact markets?
Risk of Second Wave of COVID-19 Lockdowns
Market Commentary

by Jeffrey Kleintop
September 28, 2020
The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks.
Brexit Is Back: The Endgame For Investors
Market Commentary

by Jeffrey Kleintop
September 14, 2020
The risk of a “no deal” Brexit and the potential economic harm that accompanies it increased last week.
Stock Market “Inequality” Hides A Big Change
Market Commentary

by Jeffrey Kleintop
August 31, 2020
The recent imbalances in the stock market can lead to vulnerability; rebalancing portfolios may be valuable to help balance exposure to U.S. capitalization-weighted benchmarks relative to international stocks.
Confidence Is Everything: 3 Things May Shake It
Market Commentary

by Jeffrey Kleintop
August 17, 2020
Confidence matters; faith in a brighter future drives risk taking, fueling growth through investment and consumption.

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