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Schwab Network

Resilient Stocks Meet Bond Volatility as AI Spending Powers Markets

6 min26 juni 2026

Charles Champagne discusses a strong equity market driven by AI investment and solid fundamentals, while highlighting the need for risk management. He points to bond market volatility and Fed uncertainty as key risks, noting inflation control remains a challenge. Champagne also outlines uncapped and buffered ETFs as tools for downside protection and income alternatives, as investors navigate shifting stock-bond correlations.


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