US

Stay up to date on commentary related specifically to US markets.

The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

Markets and Economy

New Highs Hit Early Despite SpaceX, AMD Weakness

Though SpaceX and AMD fell early despite better-than-expected results, stocks hit new highs on peace hopes and as Eli Lilly and Disney impressed. ADP jobs growth missed consensus.

Markets and Economy

Divided Fed Leaves Interest Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

Markets and Economy

Schwab Market Perspective

Our point of view on recent market and economic activity.

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

Markets and Economy

2026 Mid-Year Outlook: U.S. Stocks and Economy

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

Markets and Economy

How Do Treasury Auctions Work?

Growing U.S. debt and relatively high interest rates have increased interest in U.S. Treasury auctions. Learn how they work, how to participate in them, and why they matter.

Markets and Economy

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

Fixed Income

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

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