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
Iran War: Potential Impact on Global Equities
The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.
March 13, 2026
Stocks at 3-Month Lows Awaiting PCE, Job Openings
Blistering rallies in crude and yields sent the S&P 500 to its lowest close since November on Thursday. PCE and job openings data, along with sentiment, all are due today.
March 13, 2026
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
March 13, 2026
Looking to the Futures
Soybeans traded higher on Thursday as traders anticipated higher demand for biofuels in the shadow of crude oil increases and geopolitical uncertainty.
March 13, 2026
Inflation Data, Easing Oil Price Give Stocks Boost
The January Personal Consumption Expenditures price index rose in line with expectations, while two economic reports arrive after the open. Nvidia's tech conference starts Monday.
March 13, 2026
STAX Generational Trends: The Gen X Factor
February's market volatility sparked a generational divide in buying activity, according to the Schwab Trading Activity Index™. Gen X leaned in, while Gen Z was more conservative.
March 12, 2026
Crude Still in Control Ahead of Adobe Results, PCE
With PCE inflation data due Friday but little data today, focus could fixate on oil prices and the war. Adobe reports later, shifting attention to the sagging software sector.
March 12, 2026
CPI Ahead, Oracle Tops Estimates, But Eyes on Oil
Investors wait for the February CPI this morning and mull stronger-than-expected earnings from Oracle, with eyes on crude oil as war news continues to drive trading.
March 11, 2026
Fed Watch: Can AI Productivity Gain Cut Inflation?
Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.
March 11, 2026
Volatile Markets Keep Looking Toward Middle East
Though Wall Street embarked on a massive rebound yesterday, choppiness could remain a feature with crude oil elevated. Oracle reports later today and key CPI data comes tomorrow.
March 10, 2026
After Worst Week in Months, Oil's Influence is Key
Crude oil prices could continue calling the shots this week as war remains front and center. Last Friday's disappointing jobs report raises new economic questions as CPI looms.
March 9, 2026
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
March 6, 2026
Smoke on the Water…Fire Under the Surface
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
March 4, 2026
Weekly Trader's Outlook
Major indices are on track for modest losses as investors navigate concerns around AI disruption, private credit, and geopolitics.
February 27, 2026
The Fed's Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27, 2026
The AI Glow-Up of Emerging Markets
Forget oil and copper—today’s "Emerging Markets" are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history.
February 27, 2026
Gold vs. Stocks as Inflation Hedge
While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.
February 26, 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
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
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