SCHQ News and Press, Schwab Long-Term U.S. Treasury ETF From 11/18/23

2023-11-18 03:15:00 ET Summary For investors, there are a variety of reasons to give thanks this year, including turkey prices that are lower today than they were last year. The US inflation rate peaked over a year ago, and the market expects that Federal Reserve rate hikes are ov...

2023-11-16 06:30:00 ET Summary Markets up on CPI report. Is the Fed done hiking rates? Why Moody's is downgrading U.S. debt outlook. U.S. Consumer Prices were little changed in October suggesting the U.S. Federal Reserve may be done hiking rates. Scott Colbourne, Man...

2023-11-16 01:50:00 ET Summary Inflation has dropped down significantly which means that the Fed, in my opinion, will stop raising rates now, and maybe even lower them, at some point next year. The heat is not off yet, but it is coming off and it is a marked change for the both th...

2023-11-15 23:00:00 ET Summary I've been predicting the demise of inflation for at least a year now, and yesterday's CPI report makes it official. There's no denying that inflation has fallen to within spitting distance of the Fed's target. The market has finally acknowledged ...

2023-11-15 22:35:00 ET Summary A flat October US CPI release yesterday inspired both equities and bonds to rally on a growing belief that inflation is decreasing. The most abrupt monetary tightening in many decades has thrown a ton of drag on heavily-indebted economies. Centra...

2023-11-15 01:31:00 ET Summary Market rates have likely peaked. The 10yr hit 5% and the 2yr got to 5.25% in the past month or so. A move back toward 5% is not improbable for the 10yr, but it's more likely that we've morphed into a structural decline in market rates, and a stee...

2023-11-14 20:20:00 ET Summary Tuesday’s CPI report was a huge relief for the Federal Reserve and their fight against inflation. Headline CPI came in at 3.2% and core inflation came in at 4%. The details showed a broad slowdown in the positive rate of change in prices, whic...

2023-11-14 12:30:00 ET Summary In my opinion, last week’s comments from the Federal Reserve Chair were performative and don’t change anything in terms of my outlook. Central banks are focused on ensuring that longer-term inflation expectations - not shorter-term ones...

2023-11-14 06:51:00 ET Summary In the context of fighting inflation, the “final mile” represents the successful and sustainable achievement of a central bank’s inflation target. Perhaps the biggest surprise in macroeconomics this year has been the resilience o...

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...