US
Stay up to date on commentary related specifically to US markets.
Huge Week Off to Soft Start on Fresh Tariff Threat
Stocks edged lower early after new weekend tariff threats against Europe, while investors await big bank earnings and June CPI data early tomorrow. Yields and volatility edged up.
Schwab's Market Perspective: On Firmer Ground?
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
Fixed Income: Frequently Asked Questions
Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.
2Q Earnings: The Beat Goes On?
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Fed Keeps Rates Steady, Says Risks Still Elevated
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
2025 Mid-Year Outlook: U.S. Stocks and Economy
The U.S. economy and stock market face a confluence of challenges in the second half of the year, keeping the bar relatively (but not restrictively) high for outperformance.
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
What Is the Debt Ceiling and Why Does It Matter?
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.
Fixed Income Outlook: Cool and Cloudy
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.