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4 days ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.
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6 days ago | 
schwab.com | Liz Ann Sonders |Kevin Gordon
"Complation"…Is there too much complacency regarding inflation? The latest batch of official inflation readings have been fairly benign, begging a question about whether the tariff impact is more bark than bite. As shown below, neither headline nor core (ex-food/energy) consumer price index (CPI) readings were signal flags in May.
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2 weeks ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.
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2 weeks ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
With lower overhead and more room to grow on a percentage basis than their more-established peers, small-cap companies have long been prized for their potentially disproportionate upside.
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1 month ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
In economic analysis, the distinction between "soft" and "hard" data is crucial for interpreting the health and trajectory of the economy. Soft data refers to sentiment-based measures such as surveys, expectations, and confidence indicators, while hard data encompasses quantifiable economic outputs like employment numbers, retail sales, and industrial production. Recent divergences between weaker soft economic data and more resilient hard data have muddied the outlook.
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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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1 month ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
Last week marked one month since the S&P 500's recent April 8th low. To say the recovery has been fast and furious might be an understatement, evidenced by the index's 13.7% gain from April 8th to May 8th. Going back to 2000, the only years in which we've seen a stronger one-month increase are 2020, 2009, 2008, 2002, and 2001.
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2 months ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
In mid-March, we penned a report on rising recession risk—which as a reminder, was prior to the "Liberation Day" announcement, and subsequent delays on the implementation of tariffs. Reading it again is a good primer for this report. It has become no easier to gauge the trajectory of the economy since then; especially since a recession would be a "policy choice" of sorts. Barring more of a permanent backpedal, recession odds appear to us to be better than even.
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2 months ago | 
schwab.com | Liz Ann Sonders |Kevin Gordon
In mid-March, we penned a report on rising recession risk—which as a reminder, was prior to the "Liberation Day" announcement, and subsequent delays on the implementation of tariffs. Reading it again is a good primer for this report. It has become no easier to gauge the trajectory of the economy since then; especially since a recession would be a "policy choice" of sorts. Barring more of a permanent backpedal, recession odds appear to us to be better than even.
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2 months ago | 
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
The trade war is ongoing, notwithstanding last week's 90-day pause on some tariffs. The level, scope, and targeted countries seems to be a daily moving target, but given what we know now, it's estimated that the U.S. weighted average tariff rate is nearly 25%, the highest in more than a century, as shown below. Amid all the tariff-related market volatility, there was a lot of chatter last week about a "Trump put" (a threshold of market weakness sufficient for the administration to adjust policy).
