Schwab Market Perspective: Springing Forward
The U.S. economy remains on solid footing, continuing to move into a period of exceptional growth.

Examining performance trends over the past year reveals a nuanced relationship.

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.

Hit Me With Your Best Shot: Speculative Trades Take a Breather
Trendy and speculative trades have gained micro bubble status and rolled over of late, but their weakness hasn’t infected the broader market.

It’s What You Value … and Where You Find It
Investor attention has shifted from Growth to Value as the economy regains its footing, but understanding their factors and fundamentals is crucial.

Higher Ground: Fed Keeps Rates Unchanged but Upgrades Outlook
The Fed kept rates unchanged, but upgraded its outlook; while the “dots plot” moved higher amid a rising percentage of officials expecting an earlier “lift off” in rates.

Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment
Sentiment has been a problem; higher yields was the catalyst for a bit of a reset.

EleVation: Some V-Shaped Economic Data to Cheer
Looking at the latest economic data reveals V-shaped recoveries in many goods-based indicators; while services has more catch-up to do.

Lesson Learned? Takeaways From the GameStop Saga
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.

Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis
As a review of the year that was, today’s report analyzes and dissects the nature of the K-shaped recovery in both the economy and stock market.

December brought the first payrolls decline since last April; with leisure/hospitality—and women—bearing the brunt of the weakness. Expect more economic “scarring” to come.

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?