SCHQ News and Press, Schwab Long-Term U.S. Treasury ETF From 08/28/23

2023-08-28 08:15:00 ET Summary Our signal is telling us that the market is out of balance. Volatility is being priced too low, which we believe to be an indication that insurance (downside hedges) is an afterthought. Higher rates could take time to have an impact. Meanwhile, t...

2023-08-24 20:20:00 ET Summary The mainstream financial media never talks about the fact that inflation – which is the big enemy today of the bond market – is still better than deflation. Deflation is a truly ugly condition, and the “liquidity trap” tha...

2023-08-24 02:05:00 ET Summary Central bankers meeting this week in Jackson Hole likely will be talking about everything but what matters the most: the balance between the supply and the demand for money. Strong growth in M2 in 2020 was driven by a huge increase in money demand. T...

2023-08-24 00:00:00 ET Summary Why U.S. bond yields are surging. Are U.S. bond yields likely to continue trending higher? The implications of rising bond yields for the Fed. Transcript Greg Bonnell: While headline inflation has cooled this year, bond yiel...

2023-08-23 23:30:00 ET Summary Markets seem to be coming around to our Fixed Income CIO Sonal Desai’s view that the Fed will have to keep interest rates higher for longer. Policymakers meet in Jackson Hole, Wyoming, August 24-26 to discuss “Structural Shifts in the G...

2023-08-23 21:05:00 ET Summary A rising Yield Curve is what we are seeing today. The turn higher began after hitting what appears to be the low point,-1.89%, on May 4, 2023. Consensus opinion is that investing is all about calling the bottom in the S&P 500 or some other asset ...

2023-08-23 12:30:00 ET Summary The sovereign credit spreads on the U.S. really ballooned out. While it got resolved this time, it does make the markets more jittery. Each time it happens, it's a cumulative effect. And that is certainly not good for the reserve currency because reserve...

2023-08-23 06:15:00 ET Summary The tone of the Jackson Hole economic symposium in 2023 will likely focus on how long rates will stay high rather than how far they may rise. The bond market is now pricing in a higher for longer policy path from the Fed. This speech could delive...

2023-08-22 13:30:00 ET Summary S&P Global Market Intelligence's global real GDP growth forecast for 2023 has again edged higher, primarily owing to upward revisions to the US forecast. The US Federal Reserve is forecast to deliver at least one additional 25 basis point policy ...

2023-08-22 10:05:00 ET Summary Last week, the 10-year US Treasury yield rose to levels not seen since 2008, and that had significant implications for stocks. I was encouraged by what we heard on earnings calls for major retailers last week, as they confirmed my positive views on c...