US
Stay up to date on commentary related specifically to US markets.
Fed Gathers, Trade Talks and Mega Cap Results Loom
With stocks at records, investors await an expected Fed rate cut tomorrow and Thursday's Trump-Xi meeting. Five mega caps report this week, and UPS and PayPal soared on earnings.
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Schwab’s Market Perspective: Dancing In the Dark
The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
5 Under-the-Radar Inflation Gauges
While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.
Surveying the Corporate Credit Landscape (With Joel Levington)
Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
Uncle Sam Buys Stocks: What Investors Should Know
The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?
AI: Stairway to Heaven or Heartbreaker?
AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.
Fed Cuts Rates, Citing Weakening Job Market
As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.
Every Brea(d)th You Take: Market Concentration Risks
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.