US
Stay up to date on commentary related specifically to US markets.
US content
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
Consumer sentiment indicates a level of pain not matched in hard data. Schwab's Kevin Gordon looks at the divergence ahead of the consumer sentiment report in the Week Ahead.
On Investing
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
Washington Watch
Congress wraps up before the midterms as lawmakers weigh data center and stock-trading bills, and the SEC considers e-delivery and will start operating with just two commissioners.
On Investing
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
Bond Insights
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.
On Investing
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.