Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
2025 Mid-Year Outlook: Global 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.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
Schwab Market Perspective: The Tariff Effect
Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.
Fed Holds Rates Steady but Warns of Rising Risks
The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
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.
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.
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.