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.
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.
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
After a long dry spell, there are signs of life in the initial public offerings space. An increase in offerings can sometimes suggest an improvement in overall market sentiment.
What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
The Senate is continuing to work behind the scenes to develop its version of the "One Big Beautiful" tax and spending bill that passed the House by a singe vote in May.
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.
The global economy is continually evolving due to inflation, interest rates, and geopolitics. How could these and other factors influence the major asset classes over the coming decade?
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.
Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?
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.
The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.
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.
A U.S. trade court has blocked most of the Trump administration's "reciprocal" tariffs, but the legal battle will continue. Here's what investors should know.
Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
The "One Big Beautiful Bill" tax-and-spending plan was passed by the House of Representatives and now moves on to the Senate. Here's what's in it.
