Schwab Network

Charles Schwab's own Liz Ann Sonders urges investors to put trade policy and tariffs "back on the front pages." She warns of "complacency" among investors as the expected July 9th deadline for trade policy rapidly approaches. Liz Ann says the impact of updated trade policy will paint a clearer picture for companies to gauge future pricing power.

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Dan Deming covers the commodities market. He thinks crude will hold the $65 level as long as the Strait of Hormuz isn’t closed, which would hurt Iran’s ally China. On Bitcoin, he says “each iteration of disruption” makes it more and more legitimate. For the U.S. dollar, he says pressure is still to the downside and it could be vulnerable to a squeeze.

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Markets lost steam by the end of the trading session despite stocks like Nvidia (NVDA) and Microsoft (MSFT) closing at all-time highs. Kevin Green analyzes today's price action in the SPX to highlight what's driving the compression, which includes a downturn in volume. That said, Kevin sees bulls holding the momentum for now.

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“I’m not at all concerned about inflationary pressures – I’m actually worried about the opposite.” Lucas Lloyd says we are in a deflationary environment because tariffs, higher oil prices, etc. hurt the economy, slowing growth. “I think the Federal Reserve is disconnected, and a little arrogant.” He thinks AI will displace jobs more than it creates them.

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The Nasdaq-100 touched a new all-time high today. Kristy Akullian of Blackrock (BK) says the next leg up will be driven by earnings. She discusses how to position investment portfolios right now, looking to international and quality names. She also talks about her expectations for rate cuts but warns it’s a bit too early to set assumptions before seeing the latest inflation data.

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“The market is enthralled with innovation,” John Wu argues. He compares stablecoins to the “oil” of the crypto market – the thing that supports the whole system. He thinks the GENIUS Act will “unlock a lot of utility” across the board. He explains what a stablecoin is and why players like MasterCard (MA) and Visa (V) “have to” embrace the technology before they’re left behind.

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"No one would've guessed" markets would be where they are now, says Robert Schein when looking back to April's lows. He points to an expected interest rate cut from the Fed and tax cuts from Congress as bullish signals to watch for. Turning to his stock picks, he says Nvidia (NVDA) continues to "fire on all cylinders" as earnings and revenue grow. Robert also notes Amazon's (AMZN) sticky, gargantuan Prime user base and accelerating ad revenue as positives. He later explains why he's watching the Invesco Aerospace & Defense ETF (PPA).

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“They are improving the bottom line,” Don Nesbitt says of FedEx (FDX) earnings. He looks at the company’s latest earnings report and gives his hopeful outlook for the future. Turning to markets and the Fed, he notes that interest rate levels impact market multiples and thinks we might have one or two cuts this year. However, his biggest focus is on earnings season, which is beginning in the next few weeks.

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Focus on the “resiliency of the economy, the resilience of markets, and earnings,” says Michael Bapis, not the latest news headlines. He likes healthcare, financials, and alternatives like private credit. He emphasizes the importance of having a long-term financial plan and sticking to it. He also discusses the factors he looks for before investing in a particular company.

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Palantir (PLTR) hit a new all-time high today, but that isn't stopping Larry Tentarelli from calling the stock a "buy right here." He sees the company's unique A.I. positioning giving it long-term tailwinds. Hilary Kramer makes the argument that Palantir is "more critical than every single defense company."

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