April 2023 Market Minute
Our Research Analysts are closely watching banks and their willingness to lend, first-quarter company earnings, and a possible moderation in inflation.
Lessons Learned from Silicon Valley Bank
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab.
March 2023 Market Minute
In March, our Research Analysts are watching the terminal rate for the Fed Funds rate, the home prices and interest rates for the housing market, and the tightness of the labor market.
The Debt Ceiling and Deficit Spending
Treasury Secretary Janet Yellen projects the latest debt ceiling extension will last until early June; however, the Congressional Budget Office cautions that if April tax revenues fall short of its projections, the Treasury could run out of funds earlier.
February 2023 Market Minute
For February, our research analysts are keeping an eye on the declining earnings reports for fourth quarter 2022, the Fed’s comments that there is still a need for “ongoing increases” in interest rates, and the United States’ relationship with China.
January 2023 Market Minute
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
Investors Look Ahead to a Choppy 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
The Inflation Experience Is Painful and Personal
Inflation is a sustained increase in prices that reduces the purchasing power of your money over time. According to the Consumer Price Index (CPI), inflation peaked at an annual rate of 9.1% in June 2022, the fastest pace since 1981, before ticking down to 7.7% in October.
December 2022 Market Minute
For the month of December, our Research Analysts are keeping an eye on the U.S. employment situation, China’s citizens’ protest over their country’s Zero Covid policy, and the flattening of the yield curve.
Steps Your Business Can Take to Survive a Recession
There is a 96% chance that the United States will experience some form of economic recession within the next 12 months. If you want to make sure that you’re as prepared as you can be for whatever the economy happens to throw at you, we cover three important things to keep in mind.