Stay up to date on commentary related specifically to US markets.

Divided Fed Leaves Interest Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

Stocks Under Pressure Early Ahead of Fed Decision

Stocks were under pressure in early trading as investors wait for the Federal Reserve's interest rate decision today. Oil prices jump after U.S. and Iran trade strikes.

Schwab Market Perspective

Our point of view on recent market and economic activity.

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

2026 Mid-Year Outlook: U.S. Stocks and Economy

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

How Do Treasury Auctions Work?

Growing U.S. debt and relatively high interest rates have increased interest in U.S. Treasury auctions. Learn how they work, how to participate in them, and why they matter.

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.