Kevin Gordon
Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
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What's new
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
What's new
Market Outlook
Markets and Economy
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
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What's new
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
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What's new
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
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What's new
Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
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What's new
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
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What's new
Like some advances earlier this year, the market's current surge hasn't been defined by strong breadth underneath the surface—which will be key for a sustained, durable advance.