News & Insights
Charles Schwab: Emerging Market Stocks
Key Points Emerging markets have delivered solid returns for investors over the past 30 years, with the index delivering an annualized total return of 10.06% since the inception of the MSCI Emerging Markets Index at the end of 1987 through the end of August 2018. This exactly matches the 10.06% total return of the U.S. […]
Nuveen: Improving Economic Growth and Sentiment Should Help Equities
Weekly top themes 1. Inflation is unlikely to move significantly higher. August data showed the core Consumer Price Index grew only 0.1% for the month, causing the year-over-year reading to slip from 2.4% to 2.2%.2At the same time, annualized headline inflation fell from 2.9% to 2.7%.2 We believe price increases will remain contained, as inflation […]
John Hancock: Weekly Market Recap Week Ended September 14th
Bouncing back The major stock indexes rose around 1% for the week, making up ground after declining the previous week. The S&P 500 and the NASDAQ remained slightly below their record highs set in late August, while the Dow was about 2% shy of its record set in late January. Industrial comeback Industrials sector […]
TD Ameritrade: Trade, Tech Still In Spotlight
Trade, Tech Still in Spotlight, But Potential Inflation Fears a New Wrinkle (Monday Market Open) The kids are in school and Labor Day is just a memory, putting the markets back into full focus. The week ahead looks jam packed with inflation data, meetings, potential trade developments, and an Apple (AAPL) product event, so consider […]
Nuveen: A Flattening Yield Curve Doesn’t Mean A Recession Is Imminent
KEY POINTS: WHAT DOES A FLATTER YIELD CURVE MEAN? The slope of the Treasury yield curve is normally positive, meaning that it consistently slopes upward from left to right. Longer-term bonds like the 10-year U.S. Treasury typically yield more than shorter-term bonds like the 2-year Treasury. The positive slope is generally construed as a sign […]
Charles Schwab: The Coming Sector Shakeup
The Coming Sector Shakeup: What Does It Mean for Your Portfolio? Big changes are coming later this month to the way the financial world categorizes some of the country’s biggest companies. The telecommunications sector—currently home to just three stocks—is being expanded to accommodate some of the biggest names in the technology and media worlds: […]
Alliance Bernstein: Three Reasons To Invest Now
US stocks continue to pose big questions for investors. After nine years of strong gains, concerns about market conditions are rife. But we think US stocks are more attractive than perceived for three main reasons. The skepticism is understandable. From April 2009 through June 2018, the S&P 500 Index rose by an annualized 16.6%, the […]
John Hancock: Weekly Market Recap Week Ended September 7th
Wage momentum With 201,000 U.S. jobs added in August, Friday’s labor report exceeded most economists’ expectations. The biggest surprise was the 2.9% increase in wages—the fastest annual growth rate since 2009 and a sign that the tight labor market is increasing pressure on employers to lift wages. Slight pullback U.S. stock indexes fell […]
LPL: Worst Month of the Year
Well, here it comes—September. It’s widely considered the worst month of the year for equities for good reason, since it has historically performed the worst. Per Ryan Detrick, senior market strategist, “September is the banana peel month, as some of the largest slips tend to take place during this month. Although the economy is still […]
Charles Schwab: Stocks Laboring to Move Higher
Schwab Market Perspective: Stocks Laboring to Move Higher Key Points “Of all the American educational system’s problems, none is more severe than the academic year beginning before Labor Day.” – P.J. O’Rourke Short…but only partially sweet With the unofficial end of summer staring us in the face, we thought this week’s report would […]