US

September 29, 2022

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With Inflation Offsides, the Fed Keeps Hiking

As expected, the Federal Reserve raised its target range for the federal funds rate by 75 basis points to 3% to 3.25%, citing high inflation as its primary concern.

Earnings: Trampled Under Foot?

The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.

Schwab Market Perspective: Determined to Rise

Will anything tempt the Federal Reserve from its aggressive course on interest rates? The odds aren't good.

Are Jobs Livin' on the Edge?

The August jobs report delivered something for both economic bulls and bears, but what matters more in the near term is the Fed's focus on seeing a continued easing in labor demand.

Fade: Market Hits Resistance as Breadth Waned

Stocks' rally since mid-June has looked healthier from a breadth perspective, but low-quality leadership and deteriorating economic data have kept downside risks elevated.

The End of Rate Hikes?

The signals from central banks that rate hikes, which began last year, may be coming to an end could be welcome news for investors looking ahead to the next 12 months.

Both Sides Now: Fed's Dueling Mandates

July's hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators.

The Thrill Is Gone: Earnings Season Kicks Off

Second-quarter earnings growth will mark an expected deceleration in profits, but focus will likely continue to shift to the pace at which outlooks are downgraded.

What's Going On...With Jobs

The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don't favor a soft-landing outcome for the economy.

Can't Find My Way Home

A spike in prices and interest rates has dealt a significant blow to housing affordability, elevating the potential for the housing market's weakness to dampen economic growth.