Liz Ann Sonders on "Casino-Like" Market, SPX Growth Concentration, CPI & PPI Preview
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@CharlesSchwab's Liz Ann Sonders addresses concerns from Broadcom's (AVGO) CEO that the AI trade is showing "casino-like" qualities. As for the new earnings season, she notes strength in the U.S. consumer but urges caution when it comes to sky-high expectations following the previous quarter. Nvidia (NVDA) and Micron (MU) are expected to drive one-third of earnings growth in the S&P 500 (SPX), showing heavy concentration in expectations. Liz Ann then outlines her expectations for CPI and PPI, along with how macro moves and AI tip the inflation scales. ======== 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/channel/bb1b75050268416e82a557ff6387bff3/browse Watch
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