Asset Management
International
Stay up to date on commentary related specifically to international markets.
International content
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
Commentary
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
Bond Insights
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Schwab’s chief strategists share their perspectives on tariffs, trade, and the markets.
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
Market volatility is likely to rise as investors digest the president's plans.