Liz Ann Sonders Re-poster
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Liz Ann Sonders Re-poster
Chief Investment Strategist, Schwab Center for Financial Research.
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I am incredibly excited to team up with @JoeMazzolaCS later today. We are bringing you the latest #LizAnnLive broadcast through the #SchwabCoaching platform. Make sure to tune in this afternoon from 3-3:25pm ET by visiting the following link: https://www.schwab.com/learn
The manufacturing sector showed impressive momentum this month, as the August @DallasFed Manufacturing Index experienced a sharp acceleration to +11.6. This performance easily outpaced the estimated +1.0 and marked a substantial improvement from the previous reading of +1.3.
When breaking down the individual metrics, several areas demonstrated strong upward trends. New orders jumped to +22.0, a significant rise from the prior +6.4. Factory production also grew, reaching +16.1 compared to the previous +10.1, while shipments advanced to +14.1, up from the earlier +8.8.
Meanwhile, labor-related categories still indicated growth, though they cooled off slightly compared to previous levels. The wages component came in at +21.1, which is lower than the prior +30.8, and the employment figure settled at +8.0, down from the previous +12.2.
When breaking down the individual metrics, several areas demonstrated strong upward trends. New orders jumped to +22.0, a significant rise from the prior +6.4. Factory production also grew, reaching +16.1 compared to the previous +10.1, while shipments advanced to +14.1, up from the earlier +8.8.
Meanwhile, labor-related categories still indicated growth, though they cooled off slightly compared to previous levels. The wages component came in at +21.1, which is lower than the prior +30.8, and the employment figure settled at +8.0, down from the previous +12.2.
I am eagerly anticipating my upcoming segment with @SchwabNetwork. Be sure to tune in to #MorningTradeLive at approximately 10:20am ET this morning.
I am thrilled to connect with @FerroTV and @daniburgz this morning on @bsurveillance. Be sure to catch the broadcast on @BloombergTV at approximately 8am ET.
Percentage of equities achieving their 4w and 52w peaks categorized by market sector
Here is a look at the performance across various market sectors and indexes for Friday, complete with MTD and YTD figures.
Graphs displaying MA breadth
Tracking Index Pullbacks and the Proportion of Outperforming Assets
Частичная правда
A brand new episode of the #OnInvesting podcast is now available for you to enjoy. In this release, @CollinMartinCS and I have an engaging conversation about current market conditions and the ongoing dynamics between the Fed and the Treasury. We also share our insights on the major speech delivered by Warsh this morning. You can catch the complete discussion right here: https://www.schwab.com/learn/story/bond-market-strikes-back
I will be taking a break from X tomorrow morning. However, you can catch my upcoming appearance on @CNBC when I join @SquawkStreet at approximately 10:45am ET.
For the month of August, the Kansas City Fed Manufacturing Index rose to +10. This figure perfectly matched the estimated +10 and represents a slight bump from the previous rating of +9. Diving into the specific components of the report, new orders performed very well, jumping to +16 from the prior +10. Meanwhile, shipments cooled off just a little, coming in at +17 after previously sitting at +20. We also saw an upward trend in prices paid, which advanced to +55 from the earlier +52. Finally, the employment category experienced a decline, falling to 0 from its previous mark of +2.
I am eagerly anticipating my appearance on @SchwabNetwork today. Please tune in to #MorningTradeLive this morning at approximately 10:20am ET.
We have the latest employment numbers to share today. First time jobless claims have decreased to 203k, coming in lower than the projected 208k as well as the previous figure of 207k, which had been revised upward from an original 206k. Looking at continuing claims, the total now stands at 1.778M. This is a drop compared to the anticipated 1.792M and the preceding count of 1.796M, which was itself revised downward from 1.799M. A closer look at regional data reveals that the most significant surges happened in KY at +518, OH at +342, and UT at +74k. On the other end of the spectrum, the most notable reductions were recorded in MI at -2.5k, CA at -1.4k, and SC at -1.1k.
In a notable economic shift, the goods deficit for July expanded significantly, reaching a total of $118.8B. This latest figure came in well above the projected estimate of $100.5B. For context, the previous reporting period recorded a deficit of $101.4B, which itself was recently revised from the initial announcement of $101.5B.
During July, we observed a welcome easing in both the Supercore CPI, indicated in blue, and the PCE, highlighted in orange. As these #inflation metrics cool down, the Supercore CPI is notably making swifter progress toward the 2% goal established by the Fed.
According to a survey released by @Ally Bank, almost three quarters of the American population experience some or a high amount of guilt whenever they use their money for personal joy rather than directing those funds toward a financial objective.
During July, shipments of core capital goods climbed +1.4% m/m, closely following a previous reading of +2.4%. Together, these two updates stand out as some of the strongest YTD reports we have seen. To provide a bit of helpful context, this specific metric serves as a reliable gauge for business equipment investment and flows directly into the broader GDP calculations.
Looking at the year-over-year performance for 2Q26, corporate profits saw a remarkable surge. Earnings climbed by +22.8%, which is a solid step up from the previous +12.8% increase. This impressive jump represents the highest level of growth we have seen since the post-pandemic recovery in 4Q21, when profits rebounded by +27.9%.
Thanks to @BEA_News, we have a helpful look at the latest monthly consumer spending breakdown. During July, expenditures on services grew by $86.2B. At the same time, this upward trend was partially offset by a $49.9B drop in the purchase of goods.
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