Kevin Gordon

Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab, shares his insights on market dynamics and investment themes. He discusses how tariffs are reshaping earnings and consumer behavior, highlighting unexpected growth in some sectors. The conversation also explores the resurgence of meme stocks and the role of AI in trading strategies. Gordon delves into interest rates and inflation, providing a thought-provoking analysis of the market's future as companies navigate economic challenges and leverage technology.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares insights on the optimistic market recovery, driven by factors like a weaker dollar and earnings revisions. Stephen Stanley, Chief U.S. Economist at Santander, discusses the White House's economic rebalancing efforts and the importance of labor data amidst ongoing trade negotiations. Kevin Gordon from Charles Schwab highlights the interplay between corporate earnings and labor market trends, examining how tariffs affect hiring and investment strategies across regions.

Brian Levitt, Global Market Strategist at Invesco, sheds light on market volatility and policy uncertainty. Scott Chronert, from Citi, shares insights on macroeconomic factors shaping equity markets, while Kevin Gordon of Charles Schwab discusses market dispersion and the future of U.S. equities. The conversation dives into recent inflation data, impacts of international tariffs, and shifting investor sentiment towards tech stocks, all amidst concerns over labor market dynamics and economic growth.

Kevin Gordon, Director and Senior Investment Strategist at the Schwab Center for Financial Research, shares his insights on the tumultuous market landscape. He discusses the real impacts of tariffs beyond initial threats, including labor market implications and inflation concerns. Gordon highlights recession risks and challenges the Fed faces in maintaining balance. Investment strategies are explored, advocating for a defensive approach amid changing market conditions. The conversation also touches on the evolving political climate affecting economic stability.

Kevin Gordon, a research associate at Schwab, shares his insights on the economy and market outlook. He highlights potential volatility in 2025 due to trade dynamics and labor market conditions. Discussions include the impact of tariffs and immigration policies on economic growth. Gordon also notes the promising prospects for international stocks despite uncertainties. He emphasizes understanding political influences on the market as crucial to navigating potential risks and opportunities ahead.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the complexities of U.S. equities and macroeconomics. Kevin Gordon discusses the influence of mega-cap tech firms on market indices, advocating for a nuanced investing approach. Jeffrey Kleintop sheds light on global equity opportunities, highlighting the performance gap between U.S. and international markets. Together, they examine labor market dynamics, the impact of recent elections, and the implications of geopolitical tensions on investment strategies.

Kevin Gordon, a market strategist, fills in for Liz Ann Sonders and dives into current economic trends with Kathy Jones. They discuss the implications of tariffs on the economy and trade relations, especially concerning Brazil and the UK. The conversation also tackles inflation, labor market dynamics, and the importance of robust companies during instability. Furthermore, they explore the unusual low yields in the corporate bond market, highlighting the need for careful assessment amidst hopeful investor sentiments.

Join Stephanie Link, a seasoned CNBC contributor and Hightower Advisors expert, along with Frederick Mishkin, former Federal Reserve Governor, and Kevin Gordon from Charles Schwab. They dissect the Federal Reserve's decision to keep interest rates steady, the implications of rising tariffs, and their effects on the economy. The trio delves into the job market's resilience amidst trade uncertainties and shares insights on upcoming tech earnings, particularly highlighting Microsoft's hefty AI investments and Robinhood's impressive market performance.

Tom Lee, the chief investment officer at Fundstrat, offers keen insights on the economic effects of tariff uncertainty. Kevin Gordon from Charles Schwab discusses stretched valuations and hints at a rising stock market potential. Lauren Goodwin from New York Life delves into policy risks and market volatility, providing strategies for navigating turbulent waters. Together, they explore how tariffs could reshape consumer behavior, corporate earnings, and the overall investment landscape, all while keeping an eye on the resilience of specific sectors.

Adam Parker, a CNBC contributor from Trivarite, shares expert insights on market trends, while Kevin Gordon of Charles Schwab discusses retail investor behaviors. They delve into what will drive the market through the year, examining how factors like fiscal policies and AI investments are shaping stock performance. The episode also tackles the tumultuous relationship between Trump and Musk, its impact on Tesla, and the optimistic outlook for the IPO market as well as promising trends in the retail sector.