US
Stay up to date on commentary related specifically to US markets.
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.
Stocks Muted Early on Flat June PPI, Bank Earnings
The June Producer Price Index landed below expectations, but May data was revised to 0.3% and 0.4% for core PPI from the initially reported 0.1%. Big banks, JNJ reported earnings.
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.
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.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
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.
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.
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.