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

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 Update

Stocks inched higher as investors awaited the Fed decision with a wary eye on the Middle East. No rate move is seen but economic and rate projections could influence the market.

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.

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.

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.

No Hard Feelings: Soft vs. Hard Divide Persists

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.