2024 Global Outlook: The Big Picture
Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop’s 90-second take on the markets for the week ahead.
Is China Investable?
Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.
Schwab Market Perspective: Upside-Down
Lately bad news has been good news for the stock market, as investors look to the Federal Reserve to begin cutting rates earlier than previously expected.
Bank of Japan: End of an Era?
Policy changes at the Bank of Japan could potentially reverse capital flows, shift global yields higher, contribute to a stronger yen, and increase the value of Japanese stocks.
What Happened to ESG Stocks?
Investments in alternative energy have become unattractive due to higher interest rates, not changes in government policies, adoption or pricing of green technologies.
Global Events Spark Fears, Clouding Big Picture
Geopolitical events can impact the markets with little warning. But investors need to step back and view the big picture to be able to make sound decisions.
Conflict in the Middle East
Current hostilities in the Middle East have been met with a relatively calm market reaction thus far, although market risk remains should war threaten global recession.
Risk: Hikes May Be Over, But QT Goes On
Monetary tightening still continues in the form of quantitative tightening, bringing potential volatility, earnings pressures, and lackluster performance to stock markets.
Quarterly Market Outlook: A Delicate Balance
The Federal Reserve weighs the data while investors wonder: Is the rate-hike cycle over?