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

Nvidia Results Ahead, with Software Also in Focus

Nvidia results after the close dominate the news cycle barring outside events. Salesforce also reports this afternoon following a revival for software stocks in yesterday's rally.
February 25, 2026

Trade in Focus but Earnings Could Take Spotlight

After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home Depot. Nvidia looms Wednesday.
February 24, 2026

Less Magnificent: Why Mega-Caps Limp Post-Results

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
February 24, 2026

Recovery Effort: Tech Keys Early Gain on Deal News

Stocks mounted a light recovery early today after Monday's plunge, helped by a major deal between Meta and AMD and by Home Depot's earnings. Several Fed speakers loom.
February 24, 2026

Tariff Drama, Upcoming Nvidia Earnings in Focus

A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed speakers are in focus this week.
February 23, 2026

Weekly Trader's Outlook

Major indices are on track for modest gains during a busy news week with increased uncertainty around tariffs, Iran, and monetary policy.
February 20, 2026

Inflation Data Next with Stocks, Yields Rangebound

This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks broke a three-day win streak.
February 20, 2026

Looking to the Futures

Chicago wheat took off in Thursday’s trading with outlook being a common theme for traders and analysts.
February 20, 2026

Walmart, Deere Up Next Ahead of Key Inflation Data

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE and GDP data due early tomorrow.
February 19, 2026

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.
February 12, 2026

Where Should the Fed Set Rates? Ask Taylor

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026

Trading Psychology: Recovering From Big Losses

A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
February 6, 2026

Market Snapshot | February 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
February 5, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
February 5, 2026

A Touch of Grey During Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
February 4, 2026

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