SCHX News and Press, Schwab U.S. Large-Cap From 04/24/23

2023-04-24 14:08:00 ET Summary Yield curves and credit spreads are good indicators but the former aren’t particularly timely and the second can provide a lot of false signals. Interest rates rose last week but the short-term trend for the 10-year Treasury yield is still dow...

2023-04-21 16:28:00 ET Summary Yesterday’s release of the Leading Economic Index from the Conference Board appears to settle the matter in favor of recession, but real-time analysis isn’t as clear-cut as this indicator suggests. The consultancy forecasts “econ...

2023-04-20 20:54:13 ET Summary The Fed says we will have a mild recession. Credit conditions are tightening just when the U.S. consumer needs credit the most in a decade. Recessionary trends are hinting at something bigger than mild. The last time the Fed said the recessio...

2023-04-18 14:12:00 ET Summary The suggestion in last week’s FOMC minutes that a slight recession was a possibility later this year was widely publicized. The suggestion was initially reported as the FOMC’s view, but it was quickly corrected as having been contained ...

2023-04-18 06:27:47 ET Summary SCHX is a popular large-cap focused ETF offered by Charles Schwab. Large-cap equities have significantly outperformed small and mid-caps over the past decade. SCHX records a 11.96% 10Y CAGR and pays a 1.57% dividend yield. Thesis Af...

2023-04-18 02:25:00 ET Summary If inflation ebbs and the yield curve returns to its normal upward slope rather than being inverted, we are apt to see a change out of deposits and money market funds into longer-dated investments. If inflation ebbs and the yield curve returns to its...

2023-04-17 22:18:00 ET Summary How to recognize and prioritize market road signs. The importance of a diversified portfolio. Being nimble but keeping perspective when markets become volatile. There is no shortage of mixed signals to cloud the investment lands...

2023-04-17 16:39:03 ET Summary The US stock market is trading at lofty valuation levels on many metrics ahead of Q1 earnings season. So long as bottom-line growth holds up among the mega-caps, the high-teens P/E can hold. Still, I see domestic large caps as a hold right now ba...

2023-04-14 11:47:00 ET Summary Recession odds have climbed considerably since Jerome Powell’s testimony before Congress and the latest FOMC meeting. The Fed remains abundantly clear that it still sees inflation as a “persistent and pernicious” economic threat ...

2023-04-14 01:00:00 ET Summary Although the worst of the crisis may very well be over, you’re going to see this affect the economy through tighter lending standards. Monetary policy notoriously has long and variable lags. Dividend growers usually outperform during the e...