02 Ottobre 2025

INFORMAZIONI SU QUESTO EPISODIO

Data Blackout Amid Government Shutdown, What it Means for the Fed

Scott Welch joins Diane King Hall to discuss the "resilient" state of the economy as investors forge ahead without labor market data during the government shutdown. He believes this latest data won't make much of an impact on the Federal Reserve's decision as he says the rising inflation levels could give the Central Bank pause before another cut. Right now, Scott thinks the market is pricing in at least 1 more cut this year and says 2Q earnings season was strong. Later, he provides commentary on megacap tech stocks' outperformance saying "it's not necessarily like the dot com era" even with elevated valuations and a "circular investing" pattern taking place.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Notizie: approfondimenti

News - Affari

Notizia

Inglese

Stati Uniti

UsaAPIper recuperare questo episodio inJSON

IN QUESTO EPISODIO

schwab network

# diane king hall

# scott welch

Modifica queste etichette

TRASCRIZIONE 🔗

Are you the producer of this podcast? Add a podcast transcript

Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

CERCA TRA GLI EPISODI PASSATI

Cerca gli episodi passati di Schwab Network.

Incorpora questa barra di ricerca nel tuo sito web

ALTRI EPISODI IN QUESTO PODCAST

GOOGL Loses $300B in Market Cap After Earnings, Raised 2027 CapEx

oggi

Alphabet (GOOGL) is one of the worst performers in the S&P 500 (SPX) as the stock suffers one of its steepest single-day losses on record. Marley Kayden turns to the key metrics making investors second-guess the Mag 7 giant's forward momentum as it doubles down on AI spending. As she explains, …

00:07:05

SALVA

Clip

Breadth Signals Healthy Stock Market, Gauging Value in AI CapEx Story

oggi

Market breadth shows 80% of stocks higher an hour after the opening bell even as most major indices trade lower, according to Charles Schwab's Joe Mazzola. As tech drags down the stock market, Joe explains how the health of Thursday's trading session remains strong. Kasey McCurdy turns to the AI Ca…

00:09:03

SALVA

Clip

KG on GOOGL "Historic" Selloff, September PCE & GDP

oggi

Kevin Green addresses the September PCE print and the Fed's ongoing inflation fight after it paused interest rates for October. GDP's uptick offered a pillar of support for the U.S. economy, though KG points to the AI buildout as a lingering question mark for future growth. He notes the "histo…

00:09:56

SALVA

Clip

Schwab IMPACT 2026: AI, Active ETFs and Alternatives Are Reshaping Model Portfolios

oggi

Karl Desmond of Invesco discusses how custom model portfolios are giving financial advisors more personalization while saving time and improving efficiency. He explains the growing role of alternatives and active ETFs, how AI is improving the advisor experience, and why Invesco currently favors sto…

00:05:55

SALVA

Clip

Will AMZN Earnings Back AI CapEx Thesis? Why James Demmert Stays Bullish

oggi

James Demmert believes fears that AI CapEx won't generate meaningful returns for investors should be squashed following Microsoft (MSFT) and Alphabet (GOOGL) earnings. The next test will come with Amazon (AMZN) and its AWS growth after Thursday's close. However, James believes good balance sheets w…

00:09:06

SALVA

Clip

Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Schwab Network, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.