US

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

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Stocks Start Week on Defense Ahead of PCE, Nvidia

Friday's rally on Powell's speech faded early today as investors braced for a key week of data and earnings including Nvidia and PCE. 'Buy the dip' helped fuel Friday's gains.

Inflation: The Heat Is On?

July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.

Markets and Economy

Schwab's Market Perspective: Downshifting

U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.

Bonds

Bond Markets Reach a Turning Point

Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.

What Is the End Game for Tariffs?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

Markets and Economy

Fed Holds Rates Steady; Eyes Turn to September

Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.

Good Times Bad Times: 2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

Bonds

Bonds vs. Bond Funds: Which Is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.

Bonds

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.

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