SCHR News and Press, Schwab Intermediate-Term U.S. Treasury From 04/30/24

2024-04-30 05:35:00 ET Summary The year began with six rate cuts expected by Fed funds futures markets and other derivative instruments. The 10-year Treasury yield went all the way up to 4.74% last week on the worse-than-expected inflation reports. If the 10-year Treasury yiel...

2024-04-30 03:10:00 ET Summary Good news is bad news and bad news is bad news... having it both ways. Hints of “stagflation” sends the market into a swoon. More to worry about (or not) in the coming week. What is wrong? I am part of it, although I w...

2024-04-29 15:42:00 ET Summary What's driving the growth in actively managed ETFs? Actively managed ETFs: the pros and cons. Passively manage vs actively managed ETFs. What you need to know. Recent U.S. economic data showed inflation picking up while overall ...

2024-04-29 15:25:00 ET Summary With the Consumer Price Index touching nine percent in the summer of 2022, fears of a combination of higher inflation and tepid growth mounted. Nothing in the March PCE report gives a strong indication that inflation might be moving in a way that wou...

2024-04-29 12:30:00 ET Summary Stocks may benefit whether the economy and/or inflation exceed or underwhelm expectations. Annual deficits will rise but this may not have as big of an impact on the debt-to-GDP ratio as suspected. Geopolitical conflicts have been a poor predicto...

2024-04-27 23:39:00 ET Summary The Personal Consumption Expenditures Price Index, which is the Federal Reserve’s preferred measure of inflation, grew at a continuously compounding annual rate of 3.9 percent in March. Core inflation, which excludes volatile food and energy p...

2024-04-27 22:50:00 ET Summary The first quarter GDP report delivered a one-two punch for markets: slower-than-expected growth and hotter-than-expected inflation. Core PCE through Q1 eased to 2.9% from 3.2% in Q4. Until the year-over-year rates of change in core PCE and core C...

2024-04-27 06:25:00 ET Summary The 10yr minus 3mo Treasury rate (Yield Curve) is moving higher at a rapid pace as investors adjust their inflation thinking to being more persistent in the 3-4% range. 88% of portfolio managers in the Bank of America Fund Managers Survey last week b...

2024-04-27 06:10:00 ET Summary The release of 1st quarter 2024 Gross Domestic Product on April 25th surprised virtually all forecasters. The first three months of 2024 were characterized by a notable deceleration in US economic growth, marking an almost two-year low. Business ...

2024-04-27 05:50:00 ET Summary Quarterly inflation data surprised to the upside and led the market to brace for a very unpleasant MoM print today. Thankfully, it was due to upward revisions, primarily to January, with the March figure coming in line with initial expectations. ...