Defensive Positioning in Consumer Sentiment Shift, U.S. & Europe Divergence Widens

Schwab Network

Charles Schwab's Liz Ann Sonders gives investors a peek behind the curtain when it comes to consumer sentiment. She explains how a divergence between tariff-impacted purchases to non-tariff-impacted goods show a shift in caution toward the economy. Liz Ann also makes comparisons to frothy markets seen in 2021 with a rise in meme stocks and non-profitable tech companies. Michelle Gibley turns to the international front and explains how a weakening U.S. dollar contributes to outperformance in stocks abroad.

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