Your investments are your responsibility We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk.
8 Novermber 2025
“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon.
He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-term and highlights the tech sector and utilities, along with silver. Segment originally aired on Friday, November 7, 2025.
30 October 2025
China is reopening rare earth exports in what Kevin Green calls a "mixed" meeting between President Trump and Chinese President Xi Jinping.
He urges investors to keep an eye on rare earth stocks like MP Materials (MP), USA Rare Earth (USAR), and Critical Metals Corp. (CRML) as volatility hits the space yet again.
Kevin later points to energy futures as geopolitical moves impact prices at home.
29 October 2025
Kevin Green kicks off the trading day with his eyes overseas. He's watching developments with China ahead of Pres. Trump and Pres. Xi's highly-anticipated meeting, with particular attention to the soybean trade. KG notes positive commentary around a trade deal with South Korea.
Domestically, the Fed's decision to cut rates by 25bps is largely anticipated, but KG says investors should pay attention to quantitative tightening (QT) measures by the central bank. He says if the Fed changes course on QT it could help push mortgage rates down, which could help not only homebuyers but also homebuilders.
On the earnings front, KG looks at Boeing's (BA) "stabilizing report" and Caterpillar's (CAT) revenue growth thanks in part to the buildout in A.I. data centers. For today's session, he's looking at S&P 500 (SPX) upside to $6960, with downside to $6850. KG adds that he wouldn't be surprised if $7000 gets tested if there's any QT announcement from the Fed.
#spx #markets #stocks #stockmarket #investing #trading #china #usa #trump #xijinping #boeing #ba #777 #caterpillar #cat #earnings #ai #artificialintelligence #data #datacenter #server #fed #fomc #rates #interestrates #qt #tightening #policy #government #schwabnetwork
27 October 2025
Stocks are set to kick off the week on a high note as optimism around a U.S.-China trade deal lifts the market. Kevin Green notes that a potential deal or framework announcement this week could be the catalyst for a S&P 500 (SPX) push to new highs.
With positive earnings on the docket, including from tech giants like Apple (AAPL), Microsoft (MSFT) and Alphabet (GOOGL), plus a lack of economic data, the stage is set for a potential "Santa Claus" rally.
KG also discusses a potential rotation back into mega-cap names and notes that small-cap and biopharma stocks are catching bids.
22 October 2025
Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing current valuations, she says the "conditions" not the "level" is what matters most. Cameron says valuations could "levitate to nose-bleed levels" if earnings continue to beat and markets continue to surge. However, she does caution investors on some frothy signs of sentiment starting to bubble up, pointing to put/call activity in the options market.
Cameron says the bond market might be pricing in a more "dire growth outlook."
22 October 2025
Jim Iuorio returns to Schwab Network and highlights how the FOMC is pushing back on quantitative tightening amid fears of a weakening labor market. He takes investors through what it means for future rate cuts and the markets as a whole. Jim later discusses his take on what he calls the early stages of an A.I. "bubble," but he's in the camp that the bubble can expand for years before popping. However, he warns that there could be a 30% pullback in the biggest A.I. names before then
16 October 2025
“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks right now,” he adds, but cautions investors not to let go of risk management strategies.
He thinks we will see a sharp correction before the end of the year but encourages investors to buy the dip and thinks we’ll end the year higher.
He likes Meta Platforms (META), Applied Digital (APLD), and Vertiv (VRT).
15 October 2025
Liz Ann Sonders with @CharlesSchwab says "buy the dip" remains a key rallying cry in the markets, though she notes plenty of risks that can reverse sentiment. Collin Martin talks more in-depth on some of those risks, which includes a backup of economic data from the government shutdown that can derail the FOMC's current interest rate track.
13 October 2025
Tariff threats reentered the conversation on Friday from President Trump. @CharlesSchwab's Michelle Gibley talks about what makes the rare earth-centric conversations between Trump and China's Xi Jinping so critical to the future of a trade deal.
Michelle tells U.S. investors to watch the Bank of Japan's interest rate story, highlighting key distinctions between the two countries and the market paths they present. Cooper Howard offers a big picture perspective of the municipal bond market as volatility ramps higher.
/p>
8 October 2025
7 October 2025
George Tsilis takes investors through some of the biggest market movers and stories in Tuesday's trading session. He points to a post-earnings rally in Constellation brands (STZ) even as beer sales fall year-over-year. George adds that investors are expecting a big update in Tesla (TSLA), which he believes is either a cheaper Model Y or new car altogether. He later notes another stake from the U.S. government, this time targeting Trilogy Metals (TMQ).
4 October 2025
Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500.
Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.”
Schwab Network ======== Empowering every investor and trader, every market day.
24 September 2025
Alibaba (BABA) says it is dedicating over $50 billion to building out its A.I. infrastructure, sending the stock soaring to a four-year high. Marley Kayden talks about the momentum it adds to the A.I. trade in China.
@ProsperTradingAcademy's Scott Bauer leans slightly bearish on Alibaba's current position and offers an example options trade for investors.
24 September 2025
A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE).
Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning.
18 September 2025
Started streaming on 3 October 2025 LIVE PROGRAMMING SCHEDULE: 8-9am ET: Morning Movers 9-10am ET: Opening Bell 10-11am ET: Morning Trade Li...
