Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
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.
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Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved.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.
Q4 Tech Earnings: Will CapEx Take Bite of Profits?
Guidance and spending will be important to watch as analysts have their eyes on annual revenue growth, especially after news of DeepSeek shocked U.S. markets.
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?
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.
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.
As Bank Earnings Arrive, Investors Seek Clarity
Fourth-quarter results from many of the biggest financial firms are expected this week, with the sector in a significantly different place than it was only a few months ago.