Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
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.
Schwab Market Perspective: 2025 Mid-Year Outlook
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
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.
Mid-Year Outlook: International Stocks and Economy
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Are Tariffs Over? Court Ruling Isn't the End
Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
Tariffs: Q1 Impacts and Q2 Negotiations
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.