Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Making International Great Again?
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
M&A Still on Hold Amid Policy Uncertainty
Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.
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 New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
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.
Safe Haven From the Trade War?
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
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.
Tariffs: Bark Worse Than Bite?
Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
What's Ahead for China in 2025?
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.