Fed cuts

Weekly Market Recap

Zachary Hill, CFA® September 15, 2025

What Happened Last Week Oracle’s Blowout Report: A massive increase in its revenue guidance renewed

Weekly Market Recap

Zachary Hill, CFA® September 8, 2025

What Happened Last Week Yields Plunged: A weak jobs report helped push the 30-year yield

CNBC: Two cuts is probably about the right number

Scott Ladner August 8, 2025

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Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner February 13, 2025

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CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner October 2, 2024

Defensive stocks have come into focus as global tensions have risen in recent weeks –

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

Homebuilders and housing stocks may be a smart first play for the anticipated September cut

Investors Get Spooked

Mike Dickson, Ph.D. August 6, 2024

Market volatility spikes—but how much should you worry about it? The first full week of

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D. July 16, 2024

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

The market has done well in the face of repricing to half of their initial

Weekly Market Recap

Zachary Hill, CFA® September 8, 2025

CNBC: Two cuts is probably about the right number

Scott Ladner August 8, 2025

Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner February 13, 2025

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner October 2, 2024

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

Investors Get Spooked

Mike Dickson, Ph.D. August 6, 2024

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D. July 16, 2024

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week Oracle’s Blowout Report: A massive increase in its revenue guidance renewed optimism in the AI theme. Inflation As Expected: The inflation

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week Yields Plunged: A weak jobs report helped push the 30-year yield to its biggest weekly fall since April. Tech Stocks Rose:

CNBC: Two cuts is probably about the right number

Scott Ladner

Watch Now

Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner

Watch Now

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA®

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner

Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner

Schwab Network: “Fed put” is alive and well.

Scott Ladner

Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab

Investors Get Spooked

Mike Dickson, Ph.D.

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D.

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA®

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to

Fox: There’s some politicization about the Fed in reality

Scott Ladner

The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox