Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

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.

Tariffs: Is the Worst Behind or Ahead of Us?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

Benefits of Emerging Markets Diversification

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

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.

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.

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.

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.

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.

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.