Liz Ann Sonders Re-poster
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Liz Ann Sonders Re-poster
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Chief Investment Strategist, Schwab Center for Financial Research.
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The newest #MarketSnapshot video is now live! Join me as we take a deep dive into Fed rate hiking cycles and discuss exactly why the speed of these moves is so critical. You can view the full analysis right here: https://www.schwab.com/learn/story/market-snapshot
The newest #MarketSnapshot video is now live! Join me as we take a deep dive into Fed rate hiking cycles and discuss exactly why the speed of these moves is so critical. You can view the full analysis right here: https://www.schwab.com/learn/story/market-snapshot
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The newest episode of our #OnInvesting podcast is officially live. Tune in as I reflect on a handful of lessons learned throughout my 40 years on Wall Street. Afterward, @CollinMartinCS and I have a conversation regarding rising yields. To round out the show, I sit down for a comprehensive chat about the housing market with the always-insightful Ivy Zelman. You can find the full episode right here: https://www.schwab.com/learn/story/housing-markets-demographic-reckoning-with-ivy-zelman
The newest episode of our #OnInvesting podcast is officially live. Tune in as I reflect on a handful of lessons learned throughout my 40 years on Wall Street. Afterward, @CollinMartinCS and I have a conversation regarding rising yields. To round out the show, I sit down for a comprehensive chat about the housing market with the always-insightful Ivy Zelman. You can find the full episode right here: https://www.schwab.com/learn/story/housing-markets-demographic-reckoning-with-ivy-zelman
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The most recent 2Q26 data shared by the @Federalreserve offers an interesting look into personal wealth. Currently, stock holdings represent almost 50% of all household financial assets. It is worth noting that this impressive share encompasses both directly and indirectly held equities.
The most recent 2Q26 data shared by the @Federalreserve offers an interesting look into personal wealth. Currently, stock holdings represent almost 50% of all household financial assets. It is worth noting that this impressive share encompasses both directly and indirectly held equities.
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Fueled primarily by robust gains in the stock market, the total net worth of households saw an exceptional rise during 2Q26. Overall wealth expanded by a record $12.3T, bringing the new total to an impressive $195.9T. @federalreserve
Fueled primarily by robust gains in the stock market, the total net worth of households saw an exceptional rise during 2Q26. Overall wealth expanded by a record $12.3T, bringing the new total to an impressive $195.9T. @federalreserve
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Reviewing the August data reveals two distinct trends. The blue line indicates that real average hourly earnings were down -0.3% y/y, representing a further dip from the prior -0.1%. Conversely, the orange line highlights that weekly earnings were up +0.3% y/y, showing a slight improvement compared to the previous +0.2%.
Reviewing the August data reveals two distinct trends. The blue line indicates that real average hourly earnings were down -0.3% y/y, representing a further dip from the prior -0.1%. Conversely, the orange line highlights that weekly earnings were up +0.3% y/y, showing a slight improvement compared to the previous +0.2%.
Hier ist ein kurzes Update zu den September-#Inflationserwartungen, die von .@UMich geteilt wurden. Der Einjahreshorizont liegt derzeit bei +4,6% und übertrifft damit die geschätzten +4,2% sowie den vorherigen Wert von +4,0%. Für den längeren Zeithorizont von fünf bis zehn Jahren haben die Erwartungen +3,4% erreicht und liegen damit knapp über der prognostizierten Schätzung von +3,3% sowie dem vorherigen Wert von +3,3%.
Hier ist ein kurzes Update zu den September-#Inflationserwartungen, die von .@UMich geteilt wurden. Der Einjahreshorizont liegt derzeit bei +4,6% und übertrifft damit die geschätzten +4,2% sowie den vorherigen Wert von +4,0%. Für den längeren Zeithorizont von fünf bis zehn Jahren haben die Erwartungen +3,4% erreicht und liegen damit knapp über der prognostizierten Schätzung von +3,3% sowie dem vorherigen Wert von +3,3%.
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The latest September #inflation expectations have been published by @UMich, and we have some interesting updates to share. For the 1 year outlook, the new figure reached +4.6%, exceeding the +4.2% estimate as well as the previous +4.0% reading. Meanwhile, expectations for the 5 to 10 year period came in at +3.4%, slightly edging past both the anticipated +3.3% and the prior +3.3% mark.
The latest September #inflation expectations have been published by @UMich, and we have some interesting updates to share. For the 1 year outlook, the new figure reached +4.6%, exceeding the +4.2% estimate as well as the previous +4.0% reading. Meanwhile, expectations for the 5 to 10 year period came in at +3.4%, slightly edging past both the anticipated +3.3% and the prior +3.3% mark.
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The latest September figures for the @UMich Consumer Sentiment index have been released, showing an overall decrease. The primary sentiment gauge dropped to a reading of 47.8, which missed the projected estimate of 51.0 and represents a decline from the previous month's score of 51.7.
Breaking down the report further, the metric measuring current conditions also experienced a downturn. It landed at 50.9, coming in under both the forecasted 51.3 and the prior month's 51.9.
Additionally, the expectations component saw a considerable reduction, sinking to 45.8. This result was notably lower than the estimated 51.0 and a distinct drop from the 51.5 recorded in the preceding month.
The latest September figures for the @UMich Consumer Sentiment index have been released, showing an overall decrease. The primary sentiment gauge dropped to a reading of 47.8, which missed the projected estimate of 51.0 and represents a decline from the previous month's score of 51.7.
Breaking down the report further, the metric measuring current conditions also experienced a downturn. It landed at 50.9, coming in under both the forecasted 51.3 and the prior month's 51.9.
Additionally, the expectations component saw a considerable reduction, sinking to 45.8. This result was notably lower than the estimated 51.0 and a distinct drop from the 51.5 recorded in the preceding month.
Breaking down the report further, the metric measuring current conditions also experienced a downturn. It landed at 50.9, coming in under both the forecasted 51.3 and the prior month's 51.9.
Additionally, the expectations component saw a considerable reduction, sinking to 45.8. This result was notably lower than the estimated 51.0 and a distinct drop from the 51.5 recorded in the preceding month.
Laut den neuesten von @cmegroup bereitgestellten Daten hat die Wahrscheinlichkeit einer Zinserhöhung inzwischen 85 % übertroffen.
Laut den neuesten von @cmegroup bereitgestellten Daten hat die Wahrscheinlichkeit einer Zinserhöhung inzwischen 85 % übertroffen.
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The three-month annualized change for the August core CPI experienced a modest rise, reaching +1.97% compared to the previous reading of +1.64%. #inflation
The three-month annualized change for the August core CPI experienced a modest rise, reaching +1.97% compared to the previous reading of +1.64%. #inflation
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Hier ist das neueste #inflation-Update für August auf Monatsbasis (month-over-month). Der Standard-VPI verzeichnete einen Anstieg von +0,4%, der genau mit der Prognose von +0,4% übereinstimmte und im Vergleich zur vorherigen Veröffentlichung von +0,1% eine spürbare Beschleunigung zeigte. In der Zwischenzeit stieg der Kern-VPI um +0,3% und lag damit sowohl über der Prognose von +0,2% als auch über dem vorherigen Wert von +0,2%.
Hier ist das neueste #inflation-Update für August auf Monatsbasis (month-over-month). Der Standard-VPI verzeichnete einen Anstieg von +0,4%, der genau mit der Prognose von +0,4% übereinstimmte und im Vergleich zur vorherigen Veröffentlichung von +0,1% eine spürbare Beschleunigung zeigte. In der Zwischenzeit stieg der Kern-VPI um +0,3% und lag damit sowohl über der Prognose von +0,2% als auch über dem vorherigen Wert von +0,2%.
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Wir freuen uns, die Ergebnisse des Augusts zum CPI im Jahresvergleich mitzuteilen und damit eine aktualisierte Perspektive auf #inflation zu geben. Der allgemeine Verbraucherpreisindex stieg um +3,4% und liegt damit genau im Rahmen der Schätzung von +3,4% sowie entspricht der vorherigen Zahl von +3,4%. Beim Kern-CPI zeigt die aktuellste Datenlage einen Anstieg um +2,4%. Damit wird die Erwartung von +2,4% exakt erfüllt und gleichzeitig ein leichter Rückgang gegenüber dem vorherigen Stand von +2,5% angedeutet.
Wir freuen uns, die Ergebnisse des Augusts zum CPI im Jahresvergleich mitzuteilen und damit eine aktualisierte Perspektive auf #inflation zu geben. Der allgemeine Verbraucherpreisindex stieg um +3,4% und liegt damit genau im Rahmen der Schätzung von +3,4% sowie entspricht der vorherigen Zahl von +3,4%. Beim Kern-CPI zeigt die aktuellste Datenlage einen Anstieg um +2,4%. Damit wird die Erwartung von +2,4% exakt erfüllt und gleichzeitig ein leichter Rückgang gegenüber dem vorherigen Stand von +2,5% angedeutet.
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Recent updates from the @AtlantaFed show that their Wage Growth Tracker experienced an increase during August, reaching +4.1% compared to the 3.8% observed in the previous month. Furthermore, the expanding divide between individuals who stay at their current companies and those who find new employment suggests that professionals transitioning to different roles are successfully holding on to their negotiating leverage.
Recent updates from the @AtlantaFed show that their Wage Growth Tracker experienced an increase during August, reaching +4.1% compared to the 3.8% observed in the previous month. Furthermore, the expanding divide between individuals who stay at their current companies and those who find new employment suggests that professionals transitioning to different roles are successfully holding on to their negotiating leverage.
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#NeverForget
Even after 25 years have passed, the memory of that exact moment remains remarkably vivid. I found myself seated on the left side of an 8:47am United flight bound for LAX, pausing on the tarmac at Newark. From that vantage point, I witnessed the unimaginable as the initial aircraft struck the tower, followed shortly by the second. My mind simply could not comprehend the events unfolding right outside my window.
True panic only set in later once the reality of the situation became clear and my attempts to phone my family completely failed. For a span of several hours, a complete lapse in communication left my loved ones wondering whether I had been aboard one of those doomed flights. The feeling of utter helplessness from that period is something I will never forget.
Following these events, passengers were placed under lockdown inside the airport. While standing at a lounge window, we watched the towers fall and saw our nation shatter right before our eyes. At that time, my home was in Darien, CT, a community that suffered immense casualties that day. We lost countless neighbors and close friends, individuals who left behind families and entire futures that were tragically cut short.
We continue to carry the heavy burden of that day, enduring both the fear and the loss. However, alongside those emotions, I hold a profound gratitude that my flight remained safely on the runway rather than up in the sky.
#NeverForget
Even after 25 years have passed, the memory of that exact moment remains remarkably vivid. I found myself seated on the left side of an 8:47am United flight bound for LAX, pausing on the tarmac at Newark. From that vantage point, I witnessed the unimaginable as the initial aircraft struck the tower, followed shortly by the second. My mind simply could not comprehend the events unfolding right outside my window.
True panic only set in later once the reality of the situation became clear and my attempts to phone my family completely failed. For a span of several hours, a complete lapse in communication left my loved ones wondering whether I had been aboard one of those doomed flights. The feeling of utter helplessness from that period is something I will never forget.
Following these events, passengers were placed under lockdown inside the airport. While standing at a lounge window, we watched the towers fall and saw our nation shatter right before our eyes. At that time, my home was in Darien, CT, a community that suffered immense casualties that day. We lost countless neighbors and close friends, individuals who left behind families and entire futures that were tragically cut short.
We continue to carry the heavy burden of that day, enduring both the fear and the loss. However, alongside those emotions, I hold a profound gratitude that my flight remained safely on the runway rather than up in the sky.
Even after 25 years have passed, the memory of that exact moment remains remarkably vivid. I found myself seated on the left side of an 8:47am United flight bound for LAX, pausing on the tarmac at Newark. From that vantage point, I witnessed the unimaginable as the initial aircraft struck the tower, followed shortly by the second. My mind simply could not comprehend the events unfolding right outside my window.
True panic only set in later once the reality of the situation became clear and my attempts to phone my family completely failed. For a span of several hours, a complete lapse in communication left my loved ones wondering whether I had been aboard one of those doomed flights. The feeling of utter helplessness from that period is something I will never forget.
Following these events, passengers were placed under lockdown inside the airport. While standing at a lounge window, we watched the towers fall and saw our nation shatter right before our eyes. At that time, my home was in Darien, CT, a community that suffered immense casualties that day. We lost countless neighbors and close friends, individuals who left behind families and entire futures that were tragically cut short.
We continue to carry the heavy burden of that day, enduring both the fear and the loss. However, alongside those emotions, I hold a profound gratitude that my flight remained safely on the runway rather than up in the sky.
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Interruptions in the supply of lumber may soon emerge due to the newly intensified trade dispute involving the United States and Canada. To put the scale of this economic relationship into perspective, American purchases of Canadian wood surpassed $10B last year. This substantial figure amounted to 44% of all wood imported by the United States during that timeframe. @DataArbor
Interruptions in the supply of lumber may soon emerge due to the newly intensified trade dispute involving the United States and Canada. To put the scale of this economic relationship into perspective, American purchases of Canadian wood surpassed $10B last year. This substantial figure amounted to 44% of all wood imported by the United States during that timeframe. @DataArbor
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During August, PPI services, denoted in blue, experienced a slight rise on an m/m basis. Meanwhile, the goods sector, highlighted in orange, registered its most substantial increase in three months.
During August, PPI services, denoted in blue, experienced a slight rise on an m/m basis. Meanwhile, the goods sector, highlighted in orange, registered its most substantial increase in three months.
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The upward trend observed in August PPI #inflation was largely fueled by rising energy prices (+4.2% m/m). A major catalyst behind this broader energy increase was the cost of diesel, which experienced a notable +24% m/m jump.
The upward trend observed in August PPI #inflation was largely fueled by rising energy prices (+4.2% m/m). A major catalyst behind this broader energy increase was the cost of diesel, which experienced a notable +24% m/m jump.
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Recent data shared by @Redfin highlights a fascinating trend in the real estate market for August. The amount of individuals listing their homes surpassed active purchasers by a remarkable 58%. This marks the largest disparity ever recorded, showing a noticeable increase from the 52% margin seen the previous month.
Recent data shared by @Redfin highlights a fascinating trend in the real estate market for August. The amount of individuals listing their homes surpassed active purchasers by a remarkable 58%. This marks the largest disparity ever recorded, showing a noticeable increase from the 52% margin seen the previous month.
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As mortgage rates approach the 7% mark, it comes as no real surprise to see a shift in housing availability. During August, the inventory of existing homes reached a 4.9-month supply, representing the highest level we have observed in more than a decade.
As mortgage rates approach the 7% mark, it comes as no real surprise to see a shift in housing availability. During August, the inventory of existing homes reached a 4.9-month supply, representing the highest level we have observed in more than a decade.
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ClarityActFacesProceduralVoteSept15
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🏦 Warnung vor Regulierung: Die entscheidende Abstimmung der kommenden Woche in den USA
Das ist der wichtigste regulative Aufreger, der das Krypto-Ökosystem in dieser Mitte September erschüttert: Der CLARITY Act steht vor einer entscheidenden Schlussabstimmung im US-Senat bereits an diesem Dienstag, dem 15. September.
Dieser Gesetzentwurf soll einen strikten regulatorischen Rahmen und eine klare Marktstruktur für digitale Vermögenswerte in den USA schaffen. Für viele Experten wird das Ergebnis dieser Abstimmung die Marktrichtung bis zum Jahresende maßgeblich vorgeben.
Warum es entscheidend ist, das zu verfolgen:
🟩 Das bullische Szenario: Wenn der Antrag angenommen wird, wird offiziell der Weg frei, damit der Senat das Gesetz vor den Midterm-Wahlen prüft. KI-Modelle zur Prognose schätzen, dass ein positives Signal in Kombination mit einer Lockerung der Fed den Bitcoin weit über die Marke von 100.000 $ katapultieren könnte.
🟥 Das bärische Szenario: Bei Scheitern oder Blockade des Textes befürchten Prognosen für die kurzfristige Zukunft eine Rückkehr der Volatilität und eine technische Korrektur, die den Bitcoin-Kurs wieder in Richtung der 68.000 $ bringen könnte.
Der US-Kryptolobbyverband ist außerdem in den Kulissen aktiv: Mit groß angelegten TV-Werbekampagnen, um den Kongress zum Handeln zu bewegen.
Ist regulatorische Klarheit der Schlüssel für eine Massenadoption – oder befürchten Sie, dass sie Innovation ausbremst? Teilen Sie Ihre Meinung in den Kommentaren! 👇
#Crypto #Clari #ClarityActFacesProceduralVoteSept15 Tact #RegulatoryOverreach tion #Bitcoin #Finance #Blockchain #Web3
#ClarityActFacesProceduralVoteSept15
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