Government Policy

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

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.

Schwab Market Perspective: 2025 Mid-Year Outlook

Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.

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.

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

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.

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

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.