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1 month ago | 
advisorperspectives.com | Liz Ann Sonders |Kathy Jones |Jeffrey Kleintop |Kevin Gordon
Stocks have surged since the White House backed away from sweeping tariffs imposed in early April, although U.S. tariff policy remains uncertain and is a potential driver of continued volatility. Higher tariffs could slow economic growth while raising inflation—which is still above the Federal Reserve's 2% target rate—complicating the Fed's move toward cutting interest rates.
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Mar 18, 2025 | 
advisorperspectives.com | Liz Ann Sonders |Kathy Jones |Jeffrey Kleintop |Kevin Gordon
Sign me up to receive email newsletters from VettaFi Advisor Perspectives Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. Investing involves risk, including loss of principal. Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.
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Jan 13, 2025 | 
schwab.com | Jeffrey Kleintop
China's stock market has suffered since the U.S. election, dragging down the MSCI Emerging Market Index where it makes up the biggest country weighting at 28% of the index. Tencent Holdings Ltd became the latest reason for the declines after becoming a political causality; the stock fell 10% after being added to the U.S. Department of Defense blacklist last week.
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Dec 2, 2024 | 
schwab.com | Jeffrey Kleintop
2025 may bring hurdles for stocks in the form of uncertain trade policy, tighter fiscal policy, and slower than average growth in the global economy and corporate earnings. All these may drive volatility. But improving growth, along with a rise in stock valuations, may support solid returns overall for international stocks in 2025, with differing opportunities by region. We breakdown of our outlook by country/region: Europe, United Kingdom, Japan, and China.
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Nov 18, 2024 | 
schwab.com | Jeffrey Kleintop
Let's explore five stock market impacts from the U.S. election and related prospect of a trade war that may be surprising to investors:Despite the uncertainty posed by a new administration, stocks have posted gains in every transition period from Election Day to Inauguration Day over the past 50 years, unless already in a recessionary bear market. Global stocks had a neutral reaction to trade war escalations during President-elect Trump's first term.
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Nov 4, 2024 | 
schwab.com | Jeffrey Kleintop
Earnings forecasts typically follow a quarterly pattern: they rise from trading day six to day 36 of the new quarter as companies release results for the recently completed quarter, often beating prior estimates for the past quarter and providing higher guidance for earnings in the quarters ahead. So far, the third quarter earnings reporting season has seen the fewest upward revisions to Wall Street analysts' earnings per share (EPS) estimates compared to the prior four quarters.
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Oct 23, 2024 | 
advisorperspectives.com | Jeffrey Kleintop
In recent months, investors' attention has been on easing monetary policy, as central banks around the world started to cut interest rates. However, the less closely followed tightening of fiscal policy in Europe and China could offset the global stimulus of lower interest rates. Fiscal policy involves taxes and spending set by the government while monetary policy is enacted by the central bank, which tends to be politically independent.
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Oct 21, 2024 | 
schwab.com | Jeffrey Kleintop
In recent months, investors' attention has been on easing monetary policy, as central banks around the world started to cut interest rates. However, the less closely followed tightening of fiscal policy in Europe and China could offset the global stimulus of lower interest rates. Fiscal policy involves taxes and spending set by the government while monetary policy is enacted by the central bank, which tends to be politically independent.
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Oct 7, 2024 | 
schwab.com | Jeffrey Kleintop
What would it take for the recent rally in China's stock market to become sustainable and one of the biggest bull markets for China of the past 20 years? A lot—but it's not impossible. During the past few years, we've written about the need for China to deliver much more powerful stimulus and been repeatedly disappointed.
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Sep 26, 2024 | 
advisorperspectives.com | Jeffrey Kleintop
Many of the election campaigns around the world in 2024 featured a lot of bark but ending up taking little bite out of markets. Candidates often campaign on change, but there was little to follow the many elections of 2024. The major policy changes proposed by the winners during their campaigns saw little progress toward actual implementation, limiting their potential market impact.
