Liz Ann Sonders Re-poster
Chief Investment Strategist, Schwab Center for Financial Research.
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A brand new episode of #OnInvesting is available now. @KathyJones joins me to break down the latest jobs report as well as the Fed’s reaction function. We also discuss the recent turmoil occurring amid AI’s “cascade” phase. You can access the full conversation here https://www.schwab.com/learn/story/jobs-data-fed-patience-ais-next-market-shock
The January CPI report shows #inflation at +2.4%, compared to the +2.5% estimate and +2.7% prior. Meanwhile, core figures came in at +2.5%, matching the +2.5% estimate versus +2.6% prior.
In January, the CPI component for used cars and trucks dropped 2% y/y. We have witnessed a fast decline in this area over the recent months.
For the month of January, the Supercore CPI moderated to reach +2.67% on a year-over-year basis.
The CPI airfare component posted a +6.5% m/m gain for January, marking the largest jump since May 2022.
We have updated the index and Mag7 tables to reflect performance results through the end of the trading day yesterday.
Here is a breakdown of how various sectors and indices performed yesterday, along with their month-to-date and year-to-date figures.
The MA breadth charts have been refreshed to include the latest data through yesterday's close.
Data provided by @NewYorkFed reveals that during 4Q25, the 40-49 age group shouldered the heaviest household debt burden at $4.88 trillion. This was followed by the 30-39 age bracket, which recorded a total of $4.15 trillion. @DataArbor
During January, there was a marginal rise in the monthly availability of existing homes. This indicator continues to maintain a generally rising trajectory, despite some volatility along the way.
The housing market is maintaining a steady trajectory. As of January, the median price for existing single-family homes experienced a 1.68% year-over-year increase. Although this shows continued appreciation, the rate of growth is slower relative to the previous year.
Filings for federal initial unemployment benefits are returning to a more standard range. While current figures sit slightly above historical averages, they remain well below the highs witnessed a year ago.
In January, the year-over-year growth for existing home sales experienced a sharp reversal. The figures are back in negative territory, having declined to -4.4%.
I am excited to join @MorganLBrennan on @CNBC for #WorldwideExchange tomorrow morning around 5am ET. This is a call to all the early birds, as well as those who might just be getting home from a Thursday night out.
Existing home sales in January fell by 8.4%, contrasting with the -4.6% estimate. Regarding the prior period, the data was revised downward to +4.4% from the earlier +5.1% reading. Even with the dip in sales, the median price rose 0.9% year-over-year to $396,800.
I am excited to participate in #MorningTradeLive on @SchwabNetwork this morning at approximately 10:20am ET.
The most recent report indicates that initial jobless claims have reached 227k, compared to the estimated 223k and the prior figure of 232k. Additionally, continuing jobless claims came in at 1.862M, versus the 1.85M estimate and 1.841M previously. Geographically, the greatest increases were identified in PA (+5.3k), NY (+3.1k), and MO (+2.8k), while the greatest decreases were found in NE (-2.1k), VA (-980), and OK (-679).
Proportion of stocks in each sector trading at new price peaks across different timeframes
Tracking the performance of sectors and indexes for yesterday, MTD, and YTD.
The performance section has been refreshed. You can now view the updated index tables and the Mag7 chart and table, which cover market data through yesterday's close.
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