Debt Problem More Than Just a Ceiling
Although few nations have a debt ceiling similar to the U.S.', rising government debt levels are a widespread global risk that may lead to lower economic output and weaker growth.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop’s 90-second take on the markets for the week ahead.
Schwab Market Perspective: Debt Ceiling Standoff
Political brinkmanship in Washington adds to concerns about the economy.
Shortages to Gluts: Labor Market
Shifts in the labor market due to monetary policy tightening would see lagged effects that may not aid central banks' efforts to materially affect core inflation by year's end.
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.
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.