Helping a Disrupted Generation Purchase Real Estate
The domestic real estate market, which has remained largely stagnant for the past twenty-four months, may show signs of movement. Recent data, including reports from the Wall Street Journal, highlight a downward trend in interest rates, with rates reaching their lowest levels in several years. While this shift suggests a potential uptick in home sales, it does not […]
Market Leadership Broadens as Rotation Continues
Executive Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and the Russell 2000 added +0.8%, as the rotation toward smaller and more value-oriented companies continued. In contrast, Large Cap Growth declined -3.4% and the Nasdaq fell -2.3% as […]
Week of March 1, 2026 – Weekly Economic Commentary
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well-answered at this time. Several immediate areas of concern are clear — oil and gas supplies and prices, transportation flows and costs in the Red Sea (headed to the Suez Canal) and the Persian Gulf (Straits of Hormuz), and […]
AI Disruption Pauses While the US Economy Remains Resilient
Executive Summary Last week, the S&P 500 returned +1.0%. Markets continued to be whipsawed as traders assess the impact of AI across a number of industries; oil rose and perceived inflation risks kept a lid on bond prices as the U.S. continues a substantial military buildup in the Middle East. Late in the week, the U.S. Supreme Court […]
Help! I’m Scared My College Student Won’t Be Able To Find a Job! Navigating the Class of 2026 Job Market
Recent headlines surrounding the “Class of 2026” have raised understandable concerns among parents and students alike that entry-level jobs are disappearing. Hiring outlooks for new graduates are being described as the weakest since the pandemic, prompting questions about whether the return on a costly degree may be delayed or diminished. These concerns are not isolated. […]
Key Data Delays and Investor Priorities: What to Watch This Week
Data releases from the Bureau of Labor Statistics (BLS) — and from the Bureau of Economic Analysis (BEA), which uses BLS economists and staffers to prepare some of its data — continue to be erratic and uncertain. The very short partial government shutdown last week, as a result of the fight over budget appropriations for ICE, interrupted and delayed […]
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
Jeanette Garretty on Bloomberg: The Asia Trade
Chief Economist, Jeanette Garretty, was recently featured on Bloomberg: The Asia Trade, offering her insights on the current state of the U.S. economy and what it all means for the year ahead. Watch her full segment here: https://youtu.be/IogjXGCZnDk?t=408.