US
Stay up to date on commentary related specifically to US markets.
Schwab Market Update
Stocks continued their losing ways after President Trump declined this weekend to rule out a recession. Risk-off trading has bonds up and bitcoin down. Oracle reports later.
Treasury Bonds: Why Are Yields Dropping?
Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?
The (Not So) Magnificent Seven?
Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.
Jigsaw Puzzle: Growth vs. Value
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
Schwab Market Perspective: Bracing for Tariffs
Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.
Will the United States Dollar Be Dethroned?
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
Fed Holds Steady, Keeps Door Open to Future Moves
After cutting rates at the past three meetings, it looks like the Federal Reserve has reached a plateau.
Hard to Handle: A Look at Hard vs. Soft Data
Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
Treasury Bonds: Riding the Range
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
It Was a Very Good Year
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.