Schwab Network

Todd Rosenbluth is waiting to see if the Fed sets the stage for rate cuts in the fall with this FOMC decision. He looks at the issue through the lens of ETF investors, noting another record pace in ETF flows for this year. U.S.-listed fixed income ETFs have seen $206B in net inflows year-to-date, with SGOV the most popular. He also points to other “creative ways” investors are finding to use their money in the sector, like covered call ETFs.

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Charles Schwab’s Omar Aguilar reacts to the first read of 2Q GDP and analyzes the American economy. Looking at earnings, he expects profit margins to squeeze because of trade deals, driving volatility. Inflation expectations could drive bonds up, he warns as well. He previews the FOMC meeting and Fed Chair Powell’s comments, saying economic data and a “stable” labor market mean no cut this month. He sees opportunities in high-quality corporate bonds and pushes investors away from riskier junk-rated bonds. “International investing is always a good opportunity,” Omar adds.

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Melissa Di Donato sees caution and volatility tightening liquidity, pressuring executives on how they use company cash for acquisitions, paying down debt, or other business activities. Short-term liquidity for U.S. corporates with revenues of $1B+ was $3.2T at the end of 1Q, a $500 billion drop from last year. Long-term debt rose as well, while available undrawn credit fell. Melissa addresses the “trust gap”: Kyriba’s survey of CFOs show that 5 out of 10 are excited about the transformational impact of AI, but 8 of 10 are concerned about security and privacy risks.

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Carvana (CVNA) reports earnings after the close on Wednesday. Bullish interest has accelerated, as Marley Kayden notes, though there's one wild card she sees ahead: tariffs. Marley explains why they can be either bullish or bearish for the company, which this report is expected to show. Scott Bauer with Prosper Trading Academy offers an example options trade for investors heading into earnings.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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There's a lot of metrics to watch between Meta Platforms (META) and Microsoft (MSFT) in their earnings Wednesday. Dan Morgan will focus on data centers, CapEx, and Llama for Meta, believing future success lies in how the company utilizes its A.I. spend. As for Microsoft, Dan says it's all about Azure cloud and proving A.I. monetization will accelerate growth. Tom White offers example options trades for both Mag 7 giants ahead of their reports after the closing bell.

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Wednesday morning saw big moves across various sectors. Sam Vadas starts with Palo Alto Networks (PANW) and its $25 billion acquisition of CyberArk Software (CYBR). She talks about the "consolidation story" it shows in the cybersecurity space. Sam also notes SoFi Technologies' (SOFI) $1.5 billion public offering after it tapped 4-year highs following earnings. She later discusses earnings beats from Humana (HUM) and Seagate (STX), the latter of which sold off despite the strong report.

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There will be "no time to catch our breath" with Wednesday's FOMC interest rate decision and earnings from Microsoft (MSFT) and Meta Platforms (META), says Alex Coffey. The SPX, however, looks a little more sleepy. Alex shows how the index steadily hits "all-time high after all-time high" despite realized volatility being at "extremely low" levels.

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Crypto is "impacting every aspect of finance right now" says Les Borsai. He says that is reason enough for investors to pay attention to the latest developments happening in the cryptocurrency space. Les talks about ways the GENIUS Act and Trump administration will continue to shape the industry. He adds that Circle (CRCL) shows the interest for crypto is there, and will benefit places like developing markets.

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Today's jam-packed Wednesday started with a very strong GDP print. Kevin Hincks largely attributes the bounce back to imports. As for the big stories today, Kevin talks about his expectations for the FOMC interest rate decision. He also mentions Microsoft (MSFT) and Meta Platforms (META) earnings after the bell, pointing to capex as the number all investors will watch.

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Starbucks (SBUX) rallied despite posting a sixth straight quarter of same store sales being down. As Jenny Horne points out, commentary on the company's turnaround story is boosting optimism. Visa (V) couldn't carry a rally after its earnings despite a beat and net revenue growth into the low double digits.

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