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Expert Insights & Commentary

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Schwab Sector Views: Shifting Leadership, Shifting Positions
by Brad Sorensen
May 23, 2013

Our current sector recommendations reflect our overall view on the economic outlook, while also taking into account specific sector influences.

Schwab Sector Views: Shifting Leadership, Shifting Positions
by Brad Sorensen
May 23, 2013

Our current sector recommendations reflect our overall view on the economic outlook, while also taking into account specific sector influences.

Disconnect: Why Stocks and Economy Often Move in Opposite Directions
by Liz Ann Sonders
April 30, 2013

The stock market hit all-time highs during the first quarter, yet the economy again underperformed expectations. Is the disconnect an aberration or the norm?

Eye of the Beholder: Dissecting the Variety of Price-Earnings Ratios
by Liz Ann Sonders
April 2, 2013

There are many ways to value the stock market. Here, a look at several popular metrics, along with my view on the attractiveness of stocks.

At the Edge of the Cliff: What Could Happen This Week
by Michael Townsend
December 31, 2012

While it will be a nail-biter, a fiscal cliff agreement could still take shape this week. Find out what a possible Senate bill might include.

Us and Them: Household Sector Deleveraging vs. Public Sector Leveraging
by Liz Ann Sonders
September 18, 2012

The eruption of the financial crisis in 2008 unleashed a household deleveraging cycle, triggering unprecedented Fed easing and now QE∞. Next up, government sector deleveraging.

Young Americans: The Death of Equities May be Exaggerated
by Liz Ann Sonders
August 20, 2012

Bill Gross made headlines recently with his commentary about the death of equities. Let me try a more positive spin with a dose of demographics.

Schwab Market Perspective: Dog Days
by Liz Ann Sonders, Brad Sorensen and Michelle Gibley
August 10, 2012

The last several weeks of summer could mean more range-bound trading with few catalysts seen, but action could heat up quickly as the weather cools.

Housing: Good Vibrations
by Liz Ann Sonders
July 30, 2012

It's time for an update to January's report on housing, and the news continues to get better. Household formations are key.

Against the Wind: Stocks Fight Macro Headwinds
by Liz Ann Sonders
July 16, 2012

The economy is suffering another growth scare, but the stock market has been resilient and may reflect the expectations bar having been set sufficiently low.

Q and A on Supreme Court Health-Care Decision
by Michael Townsend
July 2, 2012

The Supreme Court upheld the Affordable Care Act. How might this decision affect investors and businesses?

Achilles Last Stand: Greeks Vote in Favor of Euro
by Liz Ann Sonders
June 18, 2012

The Greek electorate voted to stay in the eurozone by supporting the pro-bailout party, but the immense problems in Europe are far from erased.

Our House: Is the United States the Best House in a Bad Neighborhood?
by Liz Ann Sonders
June 4, 2012

The latest employment report sunk markets near correction territory in the face of elevated global growth risks—but not all bright spots have darkened.

Month of May: Sell and Go Away, or Hang in There?
by Liz Ann Sonders
May 14, 2012

In the battle of macro versus micro, the former is currently winning. But this may be the year investors don't want to "sell in May."

Panic Is Not a Strategy—Nor Is Greed
by Liz Ann Sonders
Updated May 10, 2012

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

Rock Bottom: Housing May Have Already Hit It
by Liz Ann Sonders
January 17, 2012

Housing was not a negative contributor to US gross domestic product last year—for the first time since 2005. Could 2012 be a positive year?

Beyond the Supercommittee
by the Schwab Center for Financial Research
November 22, 2011

The supercommittee failed to reach an agreement. What does this mean for the US budget, tax code and economy going forward?

Fed Fights for Relevance
by Brad Sorensen
November 2, 2011

The Federal Reserve chose to stand pat but they continue to try to communicate their intentions to market participants—but does it matter?

Born in the USA: A Look at What Could Go Right
by Liz Ann Sonders 
October 31, 2011

We're constantly inundated by negative stories, and despair is rampant, but could the next decade be much better than we think? If so, why?

Breaking Commentary: Fed Gains Disappear
by Liz Ann Sonders, Michelle Gibley, and Brad Sorensen
August 10, 2011

Stocks gave up yesterday’s sharp gains with another severe drop. Confidence was again shaken as France gained the spotlight.

Fed Signals Rates will be Lower for Longer
by Kathy A. Jones
August 9, 2011

The Fed promises low rates into 2013, but admits they are surprised by the slow pace of recovery.

Breaking Commentary: Dow Drops More Than 600
by Liz Ann Sonders
Updated August 8, 2011

The hit to confidence as a result of the torturous debt-ceiling negotiations and the S&P downgrade may not go away soon.

Disappearing Act: GDP Loses Steam
by Liz Ann Sonders
August 1, 2011

We examine the ugly GDP report and concerns about growth in the second half.

The Fed Pauses
by Kathy A. Jones
June 22, 2011

The Federal Reserve’s latest policy meeting ended with no change in policy, but the Fed’s outlook for the economy and employment was downgraded.

Heartbreaker: Soft Patch Hits Stock Market
by Liz Ann Sonders
June 13, 2011

It's been a tough six-week correction in the stock market. Some sentiment and technical conditions look better, but we're not out of the woods.

Expert Roundtable on Risk
with Mark Riepe, Liz Ann Sonders, Randy Frederick, Rob Williams and Brad Sorensen
May 31, 2011

Risk may sound like something best avoided, but in the investing world, risk and performance are intertwined. Schwab's experts discuss the topic.

The Fed Meets the Press
by Liz Ann Sonders
April 27, 2011

No surprises out of the 4/27/11 Fed meeting, but some interesting snippets from the first-ever live press conference with Fed Chairman Ben Bernanke.

Expert Roundtable on Inflation: Should You Be Worried?
with Mark Riepe, Liz Ann Sonders, Rob Williams, Michael Iachini and Brad Sorensen
April 1, 2011

Our experts discuss why Wall Street and Main Street may have different perspectives on inflation now. Plus, inflation-savvy investments you might want to consider.

House of the Rising Sun: A Check-Up on Housing
by Liz Ann Sonders
January 18, 2011

Housing has probably broadly bottomed, but foreclosures are rising and employment remains an impediment. Read more about the impact of housing on the economy.

Dirty (Paper) Work: Foreclosure Mess Gets Messier
by Liz Ann Sonders
October 18, 2010

As foreclosure moratoriums spread, so does concern that the mess will further undermine the economic recovery. Is it 2008 all over? We don't think so.

 


 

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