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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

Market Commentary

SPACs: What Investors Should Know Now

by Liz Ann Sonders, Kevin Gordon
October 25, 2021
The speculative exuberance around special purpose acquisition companies (SPACs) seems to be over, but investors still have questions about them.
Market Commentary

Will Services Offset Weakness in Manufacturing?

by Jeffrey Kleintop
October 25, 2021
Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
Tax Strategies

Year-End Portfolio Checkup: 5 Tax-Smart Tips

by Hayden Adams
October 21, 2021
The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.
Market Commentary

The Beast of Burden of Inflation

by Liz Ann Sonders
October 18, 2021
The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Bond Insights

Bond Market Blues: High Inflation and Low Yields

by Kathy Jones
October 18, 2021
Where does the fixed income market go from here?
Market Commentary

Schwab Market Perspective: Threading the Needle

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
October 15, 2021
Market volatility has picked up as labor shortages, supply bottlenecks, and rising inflation fears have narrowed the path forward. Here’s what we expect to see in the coming weeks.
Market Commentary

Inflation: Persistently Transitory

by Jeffrey Kleintop
October 11, 2021
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Market Commentary

Flavor of the Weak: Notable End to Some Key Winning Streaks

by Liz Ann Sonders
October 4, 2021
September’s end brought some key winning streaks to an end courtesy of elevated risks associated with myriad economic, inflation and policy related uncertainties.
Market Commentary

It's All Over for Japan (and That's Good)

by Jeffrey Kleintop
September 27, 2021
Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Market Commentary

Fed Tapering Coming Soon; Dots Plot Has Thickened

by Liz Ann Sonders
September 22, 2021
FOMC hinted that formal details of balance sheet tapering may come in November, while there were notable changes in economic/inflation projections and rate hike expectations.
Market Commentary

Songs of Experience: Reminiscences of a Strategist

by Liz Ann Sonders
September 20, 2021
It’s been 35 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
Bond Insights

Is the Treasury Bond Market About to Wake Up?

by Kathy Jones
September 15, 2021
The bond market has been in hibernation for months, and investors may have become complacent about risks.
Market Commentary

Will Rising Federal Debt Slow Economic Growth?

by Liz Ann Sonders
September 14, 2021
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
Market Commentary

Payback Time With a Potential Payoff

by Jeffrey Kleintop
September 13, 2021
A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
Market Commentary

Phases and Stages: COVID’s Impact on Market’s Phases

by Liz Ann Sonders
September 7, 2021
Since COVID’s wrath began, the stock market has gone through three major phases of leadership, with a fourth possibly underway driven in part by seasonals.
Market Commentary

Can Investors Avoid Rising Supply Chain Risks?

by Jeffrey Kleintop
August 30, 2021
Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Bond Insights

Fed Tapering: Will It Be Different This Time?

by Kathy Jones, Christina Shaffer
August 11, 2021
Although the prospect of the Federal Reserve tapering its bond purchases has unsettled markets in the past, we expect it to be more orderly this time around.
Market Commentary

Gimme Shelter: Housing’s Surge at Turning Point?

by Liz Ann Sonders
August 9, 2021
The bull market in housing over the past year has been astonishing; but pandemic-induced effects are in the rearview, likely signaling some easing ahead.
Market Commentary

Is China’s Bear Market an Opportunity?

by Jeffrey Kleintop
August 2, 2021
China’s recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
Market Commentary

One Step Closer … to Peak Earnings Growth?

by Liz Ann Sonders, Kevin Gordon
July 26, 2021
As anticipated, corporate earnings are set for another stellar quarter; but with peak growth rates likely behind us, the road ahead gets choppier.

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