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US Market Commentary
Charting Seasonality in thinkorswim® desktop
Identifying market or stock patterns can help inform trades. Here's how traders create seasonality charts with thinkorswim® desktop.
June 6, 2025
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.
June 4, 2025
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
June 2, 2025
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.
May 30, 2025
Nvidia on Deck with Tariffs, Blackwell Sales Eyed
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
May 27, 2025
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.
May 27, 2025
Understanding Share Classes
A look at the differences between stock share classes—and why they matter.
May 27, 2025
Data Decoder: Deciphering Messages in Key Reports
A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.
May 22, 2025
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
May 19, 2025
Q1 Retail Earnings in Uncertain Year
While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.
May 13, 2025
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.
May 12, 2025
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.
May 5, 2025
"Soft" Data Hits Hard: Why Does Sentiment Matter?
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
April 30, 2025
Why Is the U.S. Dollar Declining?
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
April 28, 2025
Dominoes: Recessions' History Guide
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
April 28, 2025
The State of Rates and the Bond Market During Uncertainty
Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.
April 25, 2025
Q1 Tech Earnings Preview: Tariffs Chip Confidence
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
April 23, 2025
The Average True Range Indicator and Volatility
The Average True Range indicator can help traders analyze volatility, place stops and limits, and manage position size.
April 22, 2025
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
April 21, 2025
Weak Dollar Is No Silver Lining as Firms Face Tariffs
The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.
April 21, 2025
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