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Schwab Market Update
After getting sold heavily last week, many AI names rose early. Tomorrow's jobs report could set this week's tone, while retail sales, CPI, Nike and FedEx also loom in coming days.
On Investing
As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
Market Outlook
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
On Investing
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Bond Insights
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Market Outlook
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
Washington Watch
Congress returns to Washington for a three-week sprint to the end of the year.
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.