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☆ 'There's very little margin for error': 7 strategists explain why the Goldilocks narrative is in trouble — but these 8 investments are still worth making now
▼ + stars: | 2024-02-16 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

Investors are pricing in a best-case outcome where earnings rise and inflation returns to normal in a continued economic expansion. “It’s a tough needle to thread,” said Steve Sosnick, the chief strategist at Interactive Brokers. “And that pretty much pulls forward almost all the returns, in our minds, for 2024.”AdvertisementCrit Thomas, a global market strategist at Touchstone Investments, has the same concern. “And so at 21x earnings, there’s very little margin for error here.”AdvertisementFourth-quarter earnings mostly met measured expectations , as did forward guidance. Clark Bellin, the chief investment officer at Bellwether Wealth, said he’s less worried about valuations broadly and is more interested in seeing which sectors look cheap.

Persons: —, ”, Solita Marcelli, “, Sameer Samana, Steve Sosnick, It’s, Steven Wieting, “ We’ve, Crit Thomas, “ I’m, ” Thomas, We’re, Chris Galipeau, ” Galipeau, ” Sosnick, we’ve, Liz Ann Sonders, Schwab, ” Sonders, there’s, Clark Bellin, he’s, ” Bellin, you’re, Stocks, Samana, won’t, Thomas, Wieting, Bellin, “ They’ve, they’re Organizations: Service, Business, UBS Global Wealth Management, Federal Reserve, Wells, Wells Fargo Investment Institute, Interactive, Citi Global Wealth’s, Touchstone Investments, Franklin Templeton Institute, Citi Global Wealth, Bellwether Wealth Locations: Wells Fargo, Samana, ” Samana, Galipeau

☆ 3 signs the economy is thriving — and 3 red flags to monitor
▼ + stars: | 2024-02-15 | by ( Noah Sheidlower | Madison Hoff | ) www.businessinsider.com time to read: +10 min

Positive labor market data and GDP growth support this, but job opportunities in some sectors are down. Not all job data is positive, with job openings falling from their post-pandemic highs. Below are some of the signs the economy is thriving, as well as some warning signs. Labor market data is mostly positiveThe labor market is still stable despite gradually slowing, Kimbrough said during the forum. "I think the investment side of our economy is going to start to chip away a little bit at the discretionary consumption weight in our economy."

Persons: —, Marc Giannoni, LinkedIn's Karin Kimbrough, Charles Schwab's Liz Ann Sonders, Giannoni, Kimbrough, Jerome Powell, Powell, NerdWallet's Elizabeth Renter, Sonders, They're, there’s, there's, — Kimbrough, it’s Organizations: Federal, Service, Barclays, NYU Stern Economic, Labor, Conference, University of Michigan's, Market Committee, Health, New, New York City Housing Locations: York, New York City

☆ Wall Street heads into the week ahead worrying the rally to record highs is running out of steam
▼ + stars: | 2024-02-02 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Wall Street continues to climb a wall of worry even as investors deliberate how much longer equities can maintain their record run. But questions remain for investors after some major disappointments in an intense week suggested more challenges ahead. Apple dropped 3% this week after reporting lackluster earnings, weighing on the Dow Jones Industrial Average. Elsewhere in corporate earnings, regional banks as represented by the SPDR S & P Regional Banking ETF slid 7% after poor results from New York Community Bank spurred investor fears of a wider contagion. Signs of market weakness For investors, there may be more issues in the market going forward in 2024.

Persons: Stocks, Jerome Powell, Apple, Scott Rubner, Goldman Sachs, Rubner, Russell, Liz Ann Sonders, Charles Schwab, CNBC's, Sonders, Lehman, Raymond James, Josh Beck, James McCann, Abrdn, McCann, Rhys WIlliams, Williams, it's, Art Hogan, They're, Hogan, Estee, Eli Lilly, Ralph Lauren, Rowe Price, Philip Morris Organizations: Meta, Dow Jones, Regional Banking, New York Community Bank, Bank, Microsoft, Nvidia, Apple, Markets, Wayve Capital Management, Riley, Atlanta, PMI, Simon Property, Companies, Tyson Foods, Semiconductor, Caterpillar, Prudential Financial, Ford Motor, Enphase Energy, GE Healthcare Technologies, Consumer, Walt Disney Co, Wynn Resorts, PayPal, Brands, CVS Health, Hilton Worldwide, Uber Technologies, Costco Wholesale, Motorola Solutions, Expedia, Rowe Price Group, ConocoPhillips, The Hershey Co, Philip Morris International, PepsiCo Locations: China

☆ Charles Schwab's Liz Ann Sonders: We can't look at the market in a 'monolithic way' anymore
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCharles Schwab's Liz Ann Sonders: We can't look at the market in a 'monolithic way' anymoreLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Money Movers' to discuss what explains the bond market's reaction to Friday's jobs report, what's happening with regional bank stocks, and any spillover to the big banks.

Persons: Charles Schwab's Liz Ann Sonders, Liz Ann Sonders, Charles Schwab

☆ Stock market's record highs can fuel the momentum trade, says Charles Schwab's Liz Ann Sonders
▼ + stars: | 2024-01-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market's record highs can fuel the momentum trade, says Charles Schwab's Liz Ann SondersHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Charles Schwab's Liz Ann Sonders, Brian Sullivan, “ Organizations: CNBC

☆ Inflation slowed to a 3.1% annual rate in November
▼ + stars: | 2023-12-12 | by ( Jeff Cox | ) www.cnbc.com time to read: +3 min

While the monthly rate indicated a pickup from the flat CPI reading in October, the annual rate showed another decline after hitting 3.2% a month earlier. The consumer price index, a closely watched inflation gauge, increased 0.1% in November, and was up 3.1% from a year ago, the Labor Department reported Tuesday . Economists surveyed by Dow Jones had been looking for no gain and a yearly rate of 3.1%. Food prices increased 0.2%, boosted by a 0.4% jump in food away from home. On an annual basis, food rose 2.9% while energy was down 5.4%.

Persons: Dow Jones, Liz Ann Sonders, Charles Schwab, Lisa Sturtevant Organizations: Labor Department, Federal Reserve, Treasury, Bright MLS, Fed, CNBC Fed Survey, CNBC PRO

☆ The runway is getting clearer, but the U.S. economy still isn't assured of a soft landing
▼ + stars: | 2023-12-08 | by ( Jeff Cox | ) www.cnbc.com time to read: +4 min

Stephanie Keith | Bloomberg | Getty ImagesNovember's solid jobs report did not assure that the economy will come in for a soft landing, but it did help to clear the runway a little more. "Overall, the jobs market is doing its part to get us to a soft landing," said Daniel Zhao, lead economist at jobs rating site Glassdoor. The unemployment rate unexpectedly declined to 3.7%, easing worries that it could trigger a historically dead-on signal known as the Sahm Rule, which coordinates increases of the unemployment rate by half a percentage point to recessions. "The recession versus soft landing debate sort of misses the necessary nuances of this unique cycle," Sonders said. "A best-case scenario is not so much a soft landing, because that ship has already sailed for [some] segments.

Persons: Stephanie Keith, Daniel Zhao, nonfarm, Gus Faucher, Liz Ann Sonders, Charles Schwab, Sonders, Sanders, Schwab Organizations: Bloomberg, Getty, Labor, PNC Financial Services, PNC, University of Michigan's Locations: New York, U.S

☆ Active managers will see a growing roster of opportunities in 2024: Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-12-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailActive managers will see a growing roster of opportunities in 2024: Charles Schwab's Liz Ann SondersLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Squawk on the Street' to discuss what investors should watch out for into year-end and early next, how active investment manager sentiment is, and what could alter active manager's strategies in 2024.

Persons: Charles Schwab's Liz Ann, Liz Ann Sonders, Charles Schwab

The economy was even hotter in the third quarter than initially believed, according to an update Wednesday from the Bureau of Economic Analysis. Increased investment and government spending drove the higher estimate. in 3Q23, up from initial estimate of +4.9% … personal consumption revised lower while business investment revised higher,” Liz Ann Sonders, chief investment strategist at Charles Schwab, posted on social media. “Ultimately, excess savings accumulated during the pandemic helped boost consumer spending and delay the onset of recession,” BCA Research wrote on Wednesday. “However, the tailwind from excess savings is ebbing.

Persons: ann, Liz Ann Sonders, Charles Schwab, Consumers, Monday’s Organizations: Gross, BEA, “, Federal Reserve Bank, Atlanta’s, Research, San Francisco Fed, BCA, Federal Reserve, Fed Locations: 3Q23, U.S

☆ Market has been on a roller coaster ride in recent months, says Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-11-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket has been on a roller coaster ride in recent months, says Charles Schwab's Liz Ann SondersLiz Ann Sonders, Charles Schwab chief investment strategist and managing director, joins 'Closing Bell' to give her take on the market and the recent market rally.

Persons: Charles Schwab's Liz Ann, Liz Ann Sonders, Charles Schwab

☆ You want to invest in self-funding companies that are anti-zombies, says Liz Ann Sonders
▼ + stars: | 2023-11-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou want to invest in self-funding companies that are anti-zombies, says Liz Ann SondersLiz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the trading day ahead following the Federal Reserve's rate hiking campaign pause.

Persons: Liz Ann, Liz Ann Sonders, Charles Schwab

☆ US retail sales rose in September for the sixth-straight month
▼ + stars: | 2023-10-17 | by ( Bryan Mena | ) edition.cnn.com time to read: +6 min

Retail sales, which are adjusted for seasonality but not inflation, grew 0.7% in September from the prior month. Factoring in September’s 0.4% rise in consumer prices, inflation-adjusted retail sales were up 0.3% last month. From a year earlier, retail sales and food services spending were up 3.8% in September, the strongest annual gain since February. Spending grew across most categories last month, with sales at specialty stores advancing the most, by 3%. Excluding sales at gasoline stations, retail sales still advanced 0.7% last month.

Persons: ”, BIll Adams, ’, Adams, US Energy Information Administration “, Liz Ann Sonders, Charles Schwab, Brian Field, Gregory Daco, ” Daco, Joe Biden, Jordan Organizations: DC CNN, Comerica Bank, headwinds, UAW, United Auto Workers, US Energy Information Administration, Hamas, University of, San Francisco Fed, “ Retail, CNN, Employers, Sensormatic Solutions, Services, OPEC Locations: Washington, Israel, Iran

☆ Watch CNBC's full interview with New York Life Investments' Goodwin and Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-10-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with New York Life Investments' Goodwin and Charles Schwab's Liz Ann SondersLauren Goodwin, New York Life Investments economist, and Liz Ann Sonders, Charles Schwab chief investment strategist and managing director, join 'Closing Bell' to discuss a setup for a run in equities into year-end, what happens if rates move lower, and more.

Persons: Goodwin, Charles Schwab's Liz Ann Sonders Lauren Goodwin, Liz Ann Sonders, Charles Schwab Organizations: New York Life Investments Locations: New York

☆ The 7 largest stocks in the S&P 500 have returned 92% on average this year—but 'it's not terribly healthy' for markets
▼ + stars: | 2023-10-06 | by ( Ryan Ermey | ) www.cnbc.com time to read: +3 min

Stock market analysts have been closely watching "The Magnificent Seven." Rather, they're keeping an eye on the seven largest stocks in the S&P 500. So far this year, this group of mega-sized firms are buoying the performance of the U.S. stock market. As a group, these stocks have returned 92% in 2023 on average. If a move in the stock market shows broad movement across a wide swath of stocks, then it's thought to be strong.

Persons: Yul Brynner, Steve McQueen, Denzel Washington, Liz Ann Sonders, Charles Schwab, It's, Tesla, it's, Liz Young Organizations: Apple, Microsoft, Nvidia, Tesla

☆ The Dow is about to give up all of its gains for 2023
▼ + stars: | 2023-10-03 | by ( Phil Rosen | ) www.businessinsider.com time to read: +3 min

The Dow Jones Industrial Average is down more than 400 points Tuesday. Bond yields spiked after fresh labor data, which pointed to a still-resilient job market. AdvertisementAdvertisementAfter a strong to the year, the Dow Jones Industrial Average is on pace Tuesday to give up all of its 2023 gains. While the Dow has lagged stronger gains posted by the S&P 500 and the Nasdaq this year, the index was still up about 8% at its 2023 peak in August. The stock market's losses so far in October extend a brutal two-month stretch for investors, with September posting the worst monthly loss of 2023.

Persons: —, Quincy Krosby, Liz Ann Sonders, Charles Schwab's, Sonders Organizations: Dow Jones, Service, Nasdaq, Dow, Treasury, Labor, Survey, Fed, LPL Locations: New York

☆ Watch CNBC's full interview with Liz Ann Sonders and Megan Cassella
▼ + stars: | 2023-10-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Liz Ann Sonders and Megan CassellaHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Liz Ann Sonders, Megan Cassella, Brian Sullivan, “ Organizations: CNBC

☆ Danger, 'pothole' ahead: Economic growth slowing to a near-halt to end the year
▼ + stars: | 2023-09-30 | by ( Jeff Cox | ) www.cnbc.com time to read: +6 min

Be it the United Auto Workers strike , the impending government shutdown or the resumption of deferred student loan payments , ominous barriers to growth have been lining up. "The economic headwinds are blowing, and they're blowing harder and harder," said Mark Zandi, chief economist at Moody's Analytics. JPMorgan Chase CEO Jamie Dimon recently cautioned clients that the Fed may have to take rates a good deal higher yet. Still, that's well rate above the central bank's 2% target, posing another potential headwind to growth. Despite the looming slowdown, consumers, who are pivotal to U.S. growth, have managed to hang in there.

Persons: Mark Zandi, Goldman Sachs, Goldman, Ronnie Walker, Alec Phillips, tumbles, Sam Stovall, JPMorgan Chase, Jamie Dimon, We're, Liz Ann Sonders, Charles Schwab, Jerome, Powell, They've Organizations: United Auto Workers, Moody's, UAW, Atlanta, JPMorgan, University of Michigan's, Commerce Department Locations: U.S

☆ A 'rolling recession' in the US could morph into a full-blown slump - and the Fed's unlikely to slash interest rates in 2024, top strategist says
▼ + stars: | 2023-09-11 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

The US economy is in a "rolling recession" and a full-blown downturn looms, Liz Ann Sonders says. Charles Schwab's chief investment strategist doesn't expect a bunch of interest—rate cuts in 2024. "The leading indicators have absolutely imploded," Liz Ann Sonders, the chief investment strategist at Charles Schwab, said during a recent episode of "The Meb Faber Show." "We've never seen this kind of deterioration in leading indicators" outside of an ongoing recession, she added. Sonders was referring to The Conference Board's Leading Economic Indicators (LEI), which fell for a 16th straight month in July.

Persons: Liz Ann Sonders, Charles Schwab's, doesn't, Charles Schwab, Faber, We've, Sonders, that's, it's Organizations: Service, shouldn't, Conference, Federal Reserve, Avatar Associates Locations: Wall, Silicon

☆ Charles Schwab's Liz Ann Sonders: Maybe the economy isn't as robust as we once thought
▼ + stars: | 2023-08-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCharles Schwab's Liz Ann Sonders: Maybe the economy isn't as robust as we once thoughtLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Squawk on the Street' to discuss the priority for Jerome Powell, the shift in investor's focus, and how the return on student loans will pressure the American consumer.

Persons: Charles Schwab's Liz Ann Sonders, Liz Ann Sonders, Charles Schwab, Jerome Powell

☆ Low unemployment correlates to a wider gap for a rate cut, says Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-08-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLow unemployment correlates to a wider gap for a rate cut, says Charles Schwab's Liz Ann SondersLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Closing Bell' to discuss the Fed's next moves, economic data, and what it means for the broader markets.

Persons: Charles Schwab's Liz Ann, Liz Ann Sonders, Charles Schwab

☆ Watch CNBC’s full interview with Charles Schwab's Liz Ann Sonders and SoFi's Liz Young
▼ + stars: | 2023-08-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Charles Schwab's Liz Ann Sonders and SoFi's Liz YoungLiz Ann Sonders, Charles Schwab chief investment strategist, Liz Young, SoFi head of investment strategy, join 'Closing Bell' to discuss the Fed's next moves, economic data, and what it means for the broader markets.

Persons: Charles Schwab's Liz Ann Sonders, SoFi's Liz Young Liz Ann Sonders, Charles Schwab, Liz Young

☆ Wall St Week Ahead Relentless U.S. stock rally faces Fed test
▼ + stars: | 2023-07-21 | by ( David Randall | ) www.reuters.com time to read: +4 min

The S&P 500 is up nearly 19% year-to-date and closed on Thursday at 4,534.87, only about 6% below an all-time high reached in January 2022. What the Fed does and says next week will be critical," said Cliff Corso, chief investment officer at Advisors Asset Management. "Bearish investors have had to capitulate," said Liz Ann Sonders, chief investment strategist at Charles Schwab. The bank last month raised its year-end S&P 500 target to 4,500, from 4,000. However, Christopher Tsai, chief investment officer at Tsai Capital, is not worried about buying into an overvalued market.

Persons: Cliff Corso, Jonathan Golub, Tom Lee, Ed Yardeni, Liz Ann Sonders, Charles Schwab, Eric Freedman, Goldman Sachs, Sunitha Thomas, We've, Christopher Tsai, David Randall, Saqib Iqbal Ahmed, Ira Iosebashvili, Richard Chang Organizations: YORK, Federal Reserve, Fed, Asset Management, Jonathan Golub of Credit Suisse, Fundstrat Global, Yardeni Research, National Association of Active Investment, U.S, Bank Wealth Management, Consumers, Northern Trust, Tsai, MSCI Inc, Zoetis Inc, Thomson Locations: U.S, Jonathan Golub of

☆ The hope that Q1 earnings was the trough may be dashed in Q2: Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-07-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe hope that Q1 earnings was the trough may be dashed in Q2: Charles Schwab's Liz Ann SondersLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Squawk on the Street' to discuss earnings season, the burst of optimism from market participants, and more.

Persons: Charles Schwab's Liz Ann, Liz Ann Sonders, Charles Schwab

U.S. stocks have made big gains this year, but the performance across global stocks has been uneven so far. So where will global stocks go in the second half of the year? Five of the strategists polled expect global markets to fall, while another five say the stocks will beat their U.S. counterparts. Global market bulls Those who expect global stocks to beat the U.S. are most bullish on the U.K., Europe and Japan. Global market bears Andreas Bruckner, European equity strategist at BofA Global Research, predicts that Europe's Stoxx 600 will end the year at 390 — a nearly 15% decline from Monday's close.

Persons: Christian Abuide, Karim Chedid, Liz Ann Sonders, Charles Schwab, Andreas Bruckner, Mark Haefele, Bruckner, Roger Lee, Lee, Haefele, Carrier Organizations: CNBC Pro, U.S, Lombard, iShares, BofA Global Research, UBS Global Wealth, Nasdaq, UBS, RBC Wealth Management Locations: Japan, China, U.S, Europe

☆ We're in the midst of a margins story, says Charles Schwab's Liz Ann Sonders
▼ + stars: | 2023-07-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in the midst of a margins story, says Charles Schwab's Liz Ann SondersLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Squawk on the Street' to discuss her market and earnings outlook and recession likelihood.

Persons: Charles Schwab's Liz Ann, Liz Ann Sonders, Charles Schwab

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