January 2026 Recap
Economic Commentary January 2026 economic data implied a solid growth outlook despite some noise. The widening trade deficit knocked Q4 GDP estimates down from 5% to around 4%, and perhaps even the high threes, but that is still strong growth, especially given the distortions from the government shutdown. We note that jobless claims have edged […]
Stuart Katz on the Market Impact of Warsh Nomination on Schwab Network
Our CIO Stuart Katz joined Schwab Network to break down how the nomination of Kevin Warsh is impacting the dollar, gold, and investor sentiment. Stuart highlights how the nomination ofnew Fed leadership may refocus markets on economic fundamentals and corporate earnings, while also cautioning that a weaker dollar could fuel imported inflation. Watch the full segment here: https://schwabnetwork.com/video/warsh-to-head-fed-dollar-rises-gold-plummets
Fumbles or Fortunes? The S&P After the Super Bowl
Seattle Seahawks Super Bowl Date Location Opponent Score Opponent Score Result S&P 500 CY Performance* XL Feb. 5, 2006 Ford Field (Detroit) Pittsburgh 10 21 Loss 15.8% XLVIII Feb. 2, 2014 MetLife Stadium (East Rutherford, N.J.) Denver 43 8 Won 13.7% XLIX Feb. 1, 2015 University of Phoenix Stadium (Glendale, Ariz.) New England 24 28 […]