Lower Bond Yields: You Can't Get There From Here
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.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Take the Long Way Home: Is Housing Bottoming?
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.
Will a Weak Dollar Enhance International Returns?
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.
Inflation: The Heat Is On?
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company July inflation data emphasized that tariff-related price pressures…
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Bond Markets Reach a Turning Point
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.
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.
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.
Energy: Global Excess or Shortage of Power?
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.
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.
Fed Keeps Rates Steady, Says Risks Still Elevated
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
What's the 10-Year Outlook for Major Asset Classes?
by Research Group, Charles Schwab & Company The global economy is continually evolving due to inflation, interest rates,…
2025 Mid-Year Outlook: U.S. Stocks and Economy
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The U.S. economy…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
