Liz Ann Sonders
@LizAnnSonders
Chief Investment Strategist, Schwab Center for Financial Research. Disclosures:
770 Following 586.8K Followers
Latest Happy City Index 2026 ranks world’s happiest cities using indicators tied to quality of life, healthcare, mobility, affordability, governance, and environment; European cities dominate rankings, led by Copenhagen, Helsinki, and Geneva; Tokyo ranks as Asia’s top city, while San Francisco is only U.S. city to crack global top 50
@VisualCap
Show more
Another great conversation with my co-host @CollinMartinCS
On this week's #OnInvesting# podcast, @LizAnnSonders and I chat about the hot inflation data, the growing dominance of AI, and the recent increase in long-term Treasury yields.
Twenty-six years ago, U.S. was world’s dominant trading power; today, China has overtaken America as top goods trading partner for most countries globally … this @VisualCap map compares whether countries traded more with U.S. or China in 2000 and 2025, based on total bilateral imports and exports using @IMFNews Direction of Trade Statistics data
Show more
April industrial production +0.7% m/m vs. +0.3% est. & -0.3% prior (revised up from -0.5%)
Optimism about the future rebounded in May per Empire Manufacturing Index…six-month outlook rose 14 points to 33.5 vs. 19.6 prior
Both prices paid and new orders components of Empire Manufacturing Index reached multi-year highs in May
May Empire Manufacturing Index jumped to its highest level in four years … 19.6 vs. 7.2 est. & 11.0 prior … new orders up to 22.7 vs. 19.3 prior; shipments down to 18.9 vs. 20.2 prior; prices paid up to 62.6 vs. 51.0 prior; employment fell to 8.3 vs. 9.8 prior
Show more
Total household debt reached $18.79 trillion in 1Q26 … mortgage and auto loan debt had highest balances
@DataArbor
Per @NYFed annual housing survey, the average probability of buying a new home (conditional on moving in next 3 years) has declined for last three years and now sits at 52.9%, its lowest level since 2014
Show more
In year/year terms, April import prices +4.2% vs. +2.3% prior … export prices +8.8% vs. +5.4% prior
Retail sales for restaurants and bars strengthened in April … 3m average now at +0.5% and highest since August 2025
Only 24% of S&P 500 members outperforming the index over the past 3 months ... going back to the 1970s, there are only a handful of other periods with lower %s.
@NDR_Research | past performance is no guarantee of future results
Show more
This might be the most insane stat I've seen yet about the rally in memory stocks.
Compared to a year ago, April retail sales were +4.9% ... an increase of 0.7 percentage points
Baskets’ performance YTD, March (correction month), and QTD
Sectors’ percentage of stocks trading at various period highs
Performance: sectors/indexes yesterday and MTD/YTD
Performance: index tables and Mag7 chart/table updated thru yesterday’s close
MA breadth charts updated thru yesterday’s close
Control group retail sales (which strips out auto dealers, building materials and gas stations) advanced for a fourth consecutive month in April
