US
Stay up to date on commentary related specifically to US markets.
Fed Holds Rates Steady; Eyes Turn to September
Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.
Fed Day Dawns With Stocks Flat Despite Strong GDP
The Fed isn't expected to move rates today but may give hints at a cut in September. Second quarter GDP topped expectations, as did ADP jobs data. Microsoft and Meta report later.
Good Times Bad Times: 2025's Leadership Shifts
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
Bonds vs. Bond Funds: Which Is Right for You?
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
Schwab's Market Perspective: On Firmer Ground?
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
Fixed Income: Frequently Asked Questions
Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.
2Q Earnings: The Beat Goes On?
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
2025 Mid-Year Outlook: U.S. Stocks and Economy
The U.S. economy and stock market face a confluence of challenges in the second half of the year, keeping the bar relatively (but not restrictively) high for outperformance.
Fixed Income Outlook: Cool and Cloudy
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.