Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.

After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful of reports from firms exposed to AI demand.

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.