US
Stay up to date on commentary related specifically to US markets.
US content
U.S. debt may not be at an immediate breaking point, but persistent deficits, higher rates, and rising interest costs are narrowing fiscal space and market tolerance.
With a lot of housing data on tap this week, Schwab's Kevin Gordon focuses on the three main components of housing affordability in his look at the Week Ahead.
On Investing
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
Commentary
Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
Bond Insights
The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?
On Investing
What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
Market Outlook
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Washington Watch
Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.