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Liz Ann Sonders
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Chief investment strategist,Charles Schwab & Co.,Inc.
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LizAnnSonders 2 years ago
Personal savings rate ticked up again in March and is now at 5.1%, highest since January 2022 image
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LizAnnSonders 2 years ago
Not yet seeing a ton of improvement in trend for core PCE … 3-month annualized % gain eased to a still-fast +4.9% in March image
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LizAnnSonders 2 years ago
NASDAQ has climbed to its highest since September 2022 but only 3% of members have made a new 6-month high [Past performance is no guarantee of future results] image
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LizAnnSonders 2 years ago
Stronger finish for day and week with Energy leading today; Cons Discr and Utilities did not participate but former still holds onto relatively strong YTD gain … NASDAQ and Russell 1000 Growth continue to lead YTD while small caps (particularly Russell 2000 Value) lag #grownostr #currency #investing #Trade image
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LizAnnSonders 2 years ago
March PCE #inflation +4.2% y/y vs. +4.1% est. & +5.1% prior (rev up from +5%); core PCE +4.6% vs. +4.6% est. & +4.7% prior (rev up from +4.6%) image
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LizAnnSonders 2 years ago
March PCE #inflation +4.2% y/y vs. +4.1% est. & +5.1% prior (rev up from +5%); core PCE +4.6% vs. +4.6% est. & +4.7% prior (rev up from +4.6%)
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LizAnnSonders 2 years ago
March PCE #inflation +0.1% m/m vs. +0.1% est. & +0.3% prior … core PCE +0.3% vs. +0.3% est. & +0.3% prior image
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LizAnnSonders 2 years ago
March personal income (blue) +0.3% m/m vs. +0.2% est. & +0.3% prior … spending (orange) 0.0% vs. -0.1% est. & -0.2% prior (rev down from -0.1%)
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LizAnnSonders 2 years ago
A #Bitcoiner is someone that has learned how to verify the truth for themselves. #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis #zap #zapping
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LizAnnSonders 2 years ago
Stronger day with Comm Serv surging; now back in first place YTD while Financials continue to lag in last place … NASDAQ popped higher and has extended YTD gain to +16%; Russell 2000 Growth lagged today and is in second-worst spot MTD (middle of pack YTD) #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis image
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LizAnnSonders 2 years ago
April @KansasCityFed Manufacturing Index down to -10 vs. -2 est. & 0 in prior month … new orders, production, exports, and shipments all sank into contraction; prices paid ticked slightly higher; employment dipped into contraction for first time since June 2020 #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis image
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LizAnnSonders 2 years ago
Reposting with correct “4.0” (not “4.9” as in initial tweet) GDP Price Index reaccelerated in 1Q23 to +4.0% (q/q) vs. +3.7% est. & +3.9% in prior quarter #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis image
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LizAnnSonders 2 years ago
Reposting with correct “4.0” (not “4.9” as in initial tweet) GDP Price Index reaccelerated in 1Q23 to +4.0% (q/q) vs. +3.7% est. & +3.9% in prior quarter #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis
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LizAnnSonders 2 years ago
March pending home sales -5.2% m/m vs. +0.8% est. & +0.8% prior … worst drop since September 2022 #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis image
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LizAnnSonders 2 years ago
Detailed look at GDP and prior quarters #grownostr #investing #finance #nostr #btc #bank #stocks #stockanalysis image
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LizAnnSonders 2 years ago
Index drawdowns table and “super 7” drawdowns chart updated thru yesterday’s close #grownostr image
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LizAnnSonders 2 years ago
Government bond ETFs have retained highest share of inflows over past month (31.5%), followed by agg and corp bond funds ... large-cap equity funds were staging comeback earlier in month but have recently had outflows @DataArbor #grownostr image
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LizAnnSonders 2 years ago
NASDAQ 100’s price/sales ratio has declined significantly from peak, but comparing current level to pre-pandemic era, it’s still hovering near highest since late 2003/early 2004 #grownostr image
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LizAnnSonders 2 years ago
Retail auto inventories continue to climb and attempting to maintain comeback … year/year change (orange) has risen to +22.1%, bringing overall level to highest since April 2020 #grownostr image
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LizAnnSonders 2 years ago
Core capital goods orders now falling relative to shipments, which is consistent with softer demand (and inflation) picture … spread between both series not drastic like in prior recessions, though #grownostr image