SCHP

Goldman Sachs sees core inflation trending lower in 2024, with key PCE report on deck

Goldman Sachs sees core inflation trending lower in 2024, with key PCE report on deck. The bank sees the Federal Reserve's preferred inflation gauge moving down in 2024. The PCE inflation figures could be a significant catalyst for the stock market this week. The release of the Personal Consumption Expenditures Price Index will be released on Friday.

Yardeni says 'big rally' due for stocks if PCE inflation abates

U.S. Economy Yardeni says 'big rally' due for stocks if PCE inflation abates. The core PCe inflation reading for March is slated to be released Friday. The 10-year Treasury yield dragged the S&P 500 down 5.6% from its all-time high.

Weekly Report: what happened at SCHP last week (0415-0419)?

SCHP ETF Experiences Big Outflow

Weekly Report: what happened at SCHP last week (0408-0412)?

SCHP: Offers Compelling Value Here

SCHP holds a portfolio of long-duration treasury inflation protected securities. Inflation surprise on April 10th shocked interest rates higher. The Schwab U.S. TIPS ETF fell 0.95% on the day of the CPI surprise. Elevated inflation should boost principal adjustments to SCHP. But with the Fed likely to stand pat, further NAV declines may be limited.

2024 Strategic Positioning Update

Home Investing Strategy Fixed Income Analysis 2024 Strategic Positioning Update explains how Russell Investments is positioning its portfolios for the next five years. The firm maintains a cautious risk stance and is leaning toward equities over credit. Recession risk remains elevated, but the markets are priced for an optimistic scenario. The Fed is expected to lower rates in 2024.

Weekly Report: what happened at SCHP last week (0401-0405)?