AI Drives Earnings Boom, Valuations & Fed Risks Loom
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In the Schwab 2026 Mid-Year Market Outlook, @CharlesSchwab's Liz Ann Sonders talks about the rise in S&P 500 (SPX) 2026 earnings, due in part to AI strength. However, she says that growth has raised expectations and risks. An inverse relationship between the 10-year Treasury yield and S&P 500 performance plays a role in Liz Ann’s cautious stance. She also outlines her concerns on what inflation, AI, and tariffs mean for the Fed and its interest rate outlook. See the full Schwab 2026 Mid-Year Market Outlook here: https://www.youtube.com/watch?v=M0yFa7ns6o4 ======== 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 Wat
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