Bloomberg Surveillance · Wednesday, September 9, 2026
Omar Aguilar of Schwab Asset Management asserts that market and economic fundamentals remain strong, even amidst recent volatility. He advises clients to focus on long-term strategies and fundamentals, stating that earnings, the economy, and the labor market are all positive. While acknowledging concerns about interest rates and inflation, Aguilar believes the overall picture indicates the market is on the right path.
“Uh, and, and by the way, 450 a gallon, not in San Francisco. If I could get that, that would be awesome. But, uh, you know, fundamentals of the market and the economy are still pretty strong.”
“Uh, I think, you know, looking at the short term and looking at the, uh, volatility that we've seen in the last couple of weeks, you know, clearly it's just a clear indication that obviously things are not in the clear, but the fundamentals are good. Focusing on fundamentals is always good, a long-term strategy. We focus at Schwab of telling our clients that if you stay in the long run following the fundamentals, you're going to end up following your investment objectives.”
“Earnings are good. The economy is good. Labor market is good. Yes, there is a lot of questions about interest rates. There's a lot of questions about inflation. But when you look at the whole picture, you know, we're on the right path.”