Liz Ann Sonders

@LizAnnSonders

Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk

已收录 21 条帖子
  1. #1

    September pending home sales -7.3% m/m vs. -0.5% est. & +0.3% prior … index level dropped to a record low

    Liz Ann Sonders @LizAnnSonders ·
    September pending home sales -7.3% m/m vs. -0.5% est. & +0.3% prior … index…
  2. #2

    October @philadelphiafed Services Index dropped to -23.6 vs. –22.0 prior … new orders +2.8 vs -2.2 prior; prices paid +42.1 vs. +37.8 prior; employment +12.0 vs. +19.0 prior

    Liz Ann Sonders @LizAnnSonders ·
    October @philadelphiafed Services Index dropped to -23.6 vs. –22.0 prior … new…
  3. #3

    September housing starts -5.2% m/m vs. +1.9% est. & -5.9% prior (rev down from -2.6%) … building permits -0.2% vs. -1.3% est. & -2.1% prior

    Liz Ann Sonders @LizAnnSonders ·
    September housing starts -5.2% m/m vs. +1.9% est. & -5.9% prior (rev down f…
  4. #4

    Private payrolls added an average of 18,500 jobs for four-weeks ending Oct. 3 per @adpresearch, down from last week’s reading of 26,000

    Liz Ann Sonders @LizAnnSonders ·
    Private payrolls added an average of 18,500 jobs for four-weeks ending Oct. 3 p…
  5. #5

    For the week ended 10/16/26, large cap ETFs dominated flows … within fixed income, municipals led the category, while small caps experienced the largest outflows @DataArbor

    Liz Ann Sonders @LizAnnSonders ·
    For the week ended 10/16/26, large cap ETFs dominated flows … within fixed inco…
  6. #6

    S&P 500’s forward P/E has compressed considerably from its October 2025 peak and is now trading slightly below its 10-year average

    Liz Ann Sonders @LizAnnSonders ·
    S&P 500’s forward P/E has compressed considerably from its October 2025 pea…
  7. #7

    Cybersecurity threats were by far the top AI-related risk cited by CEOs in @conferenceboard’s 4Q26 survey

    Liz Ann Sonders @LizAnnSonders ·
    Cybersecurity threats were by far the top AI-related risk cited by CEOs in @con…
  8. #8

    .@NAHBhome builder confidence deteriorated across most regions in October, with the South and West falling to their lowest levels in more than a decade…the Northeast was the lone…

    Liz Ann Sonders @LizAnnSonders ·
    .@NAHBhome builder confidence deteriorated across most regions in October, with…
  9. #9

    Future home sales and prospective buyer traffic, two components of the @nahbhome Housing Market Index, both fell 5 points in October, reaching cycle lows

    Liz Ann Sonders @LizAnnSonders ·
    Future home sales and prospective buyer traffic, two components of the @nahbhom…
  10. #10

    Sectors/indexes yesterday and MTD/YTD

    Liz Ann Sonders @LizAnnSonders ·
    Sectors/indexes yesterday and MTD/YTD Sectors/indexes yesterday and MTD/YTD Sectors/indexes yesterday and MTD/YTD Sectors/indexes yesterday and MTD/YTD
  11. #11

    Rolling correlation between 10y yield and S&P 500 remains negative, but less so over the past few trading sessions

    Liz Ann Sonders @LizAnnSonders ·
    Rolling correlation between 10y yield and S&P 500 remains negative, but les…
  12. #12

    Baskets’ performance

    Liz Ann Sonders @LizAnnSonders ·
    Baskets’ performance
  13. #13

    Tensor10 chart/table

    Liz Ann Sonders @LizAnnSonders ·
    Tensor10 chart/table Tensor10 chart/table
  14. #14

    Index drawdowns and % outperforming

    Liz Ann Sonders @LizAnnSonders ·
    Index drawdowns and % outperforming Index drawdowns and % outperforming Index drawdowns and % outperforming
  15. #15

    Breadth charts

    Liz Ann Sonders @LizAnnSonders ·
    Breadth charts Breadth charts Breadth charts Breadth charts
  16. #16

    October @NAHBhome builder sentiment dropped to 29 vs. 31 est. & 32 in prior month, lowest since June 2012, as mortgage rates and affordability challenges continue to sideline…

    Liz Ann Sonders @LizAnnSonders ·
    October @NAHBhome builder sentiment dropped to 29 vs. 31 est. & 32 in prior…
  17. #17

    Semiconductors have declined for eight straight sessions, longest streak in 16 years (index is still up >50% YTD) [Past performance is no guarantee of future results.]

    Liz Ann Sonders @LizAnnSonders ·
    Semiconductors have declined for eight straight sessions, longest streak in 16…