Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop’s 90-second take on the markets for the week ahead.
China: Strong Economy, Weak Stocks
China’s domestically driven economic growth has not yet translated to Emerging Market stock performance, which has tended to have been weighed down by international political tensions.
Schwab Market Perspective: Top of the Rate Cycle
What does a potential change in Federal Reserve policy mean for markets and the economy?
Revisiting Short-Duration Stocks
Although central banks may be near the end of the rate hike cycle, short-duration stocks may still be an attractive investment theme should interest rates remain at higher levels.
Will the U.S. Dollar Be Dethroned?
There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.
2023 Quarterly Market Outlook: Fed on the Brink?
Economic cracks began to appear during the first quarter, capped off by banking system worries. Will it change the direction of Federal Reserve policy?
European Bank Stress Fallout
So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.
Waves of Inflation
Although inflation may be receding, intermittent waves of price increases may cause investor uncertainty about the direction of economic growth and central banks' policy response.
Are You Focusing on the Wrong Central Bank?
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.
Investors' Guide to Geopolitical Risk
Examination of recent geopolitical tensions and their potential impact on investors provides perspective on these developments, even if the risk is measured at "average."