SCHQ News and Press, Schwab Long-Term U.S. Treasury ETF From 11/14/23

2023-11-14 06:10:00 ET Summary We see artificial intelligence (AI) as a mega force shaping the new regime. We are overweight the AI theme in developed market stocks. U.S. stocks and 10-year Treasury yields both rose last week. We see investors demanding more compensation for the r...

2023-11-13 19:15:00 ET Summary Bond prices fluctuated in a pretty wide range last week of about 18 basis points but the MOVE index has been rising since bond yields started rising in August 2021. There is, of course, considerable worry presently about the debt of the US government...

2023-11-13 15:08:00 ET Summary Over the past four months, yields have risen dramatically in response to better-than-expected economic numbers but have cooled in the last week or so. Although the Fed is going to be higher for longer, they want to see what all of their hiking has do...

2023-11-13 04:30:00 ET Summary What was the market expecting Powell to say? Is "Mission Accomplished" the right message at this time? Is 2% the right target? " Powell says Fed is 'not confident' it has done enough to bring inflation down " (Source: CNBC) ...

2023-11-13 04:13:00 ET Summary Even though the U.S. equity bear market is roughly half over timewise, and is probably entering its most dangerous downside phases, most investors are blissfully complacent. U.S. equity overvaluations are far more pronounced and out of line with corp...

2023-11-10 05:58:04 ET Ransomware attacks are on the rise, posing new challenges to companies, businesses and entities in an age when nearly everything is done online. New technologies, open banking and the expansion of remote transactions have all made the task of cybersecurity even more c...

2023-11-10 00:18:00 ET Summary The Fed last hiked rates in July and since then financial and credit conditions have tightened. While concerns about the outlook for demand are a key factor limiting the desire for companies to raise prices further, a more benign cost backdrop has al...

2023-11-08 22:04:42 ET Summary US long bond yields have receded, leading to a bounce in the high beta space thanks to renewed liquidity. Yet, "Credit availability" is deteriorating, and employment and PMI indicators are weakening, which does not bode well for 2024. There is a ...

2023-11-08 19:40:00 ET Summary One thing we learned following the just completed November FOMC meeting is that tighter financial conditions are now a key monetary policy input. What the Fed, and the money and bond markets, appeared to be referring to was the surge in Treasury (UST...

2023-11-08 06:00:00 ET Summary The focus shifts to when the Fed may start cutting. Is the Fed done hiking? Markets think so. Potential market headwinds in 2024. As some in the market speculate on what the Fed's next move on rates may be, others are focusing their a...