With Congress unable to reach an agreement on funding the government, a government shutdown began when the new fiscal year started on October 1.
Big banks begin reporting Tuesday and are expected to benefit from a steeper yield curve, strong trading, and investment banking demand. The profit path ahead is less certain.
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.
The full impact of U.S. import tariffs on the broader economy has yet to be felt and may not happen for some time—or even at all. Economic distortions from tariffs are still filtering through the global economy, but so are offsets such as fiscal and monetary stimulus, as well as spending on artificial intelligence (AI).
The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?
AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.
BLS and ADP jobs reports often diverge, creating mixed signals. Traders need to know why this happens, and how to use these reports to spot risks, opportunities, and mispricing.
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.
Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
Market uncertainty is leaving would-be retirees unsure about the future. Here, three Schwab professionals discuss how to navigate the transition with confidence.
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
Bear markets are part of a normal market cycle. Understanding their basics and history can help investors make strategic investment decisions when bear markets occur.
The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.
Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.
Globally, stock markets are near their highest levels for the year, reversing the losses that came in the wake of the U.S. tariffs announced on President Donald Trump's declared "Liberation Day," April 2nd.
Despite some wide swings over the last few years, most bond yields still remain elevated.
Tech earnings strength has lifted S&P 500 earnings growth in recent quarters and could again as major firms like Apple, Microsoft, and Intel gear up to report in coming weeks.
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.
We continue to maintain a Marketperform rating on all sectors, a position we adopted in April after the White House unveiled a policy of steep but fluctuating global tariffs.
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.
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.
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
The Senate has approved its own version of the "One Big Beautiful Bill" tax-and-spending plan. Here's how it differs from the version the House passed in May, and what's next.
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.
The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.
The Senate is getting close to the finish line on its version of the "One Big Beautiful" tax-and-spending bill.
