International
Stay up to date on commentary related specifically to international markets.
International content
Market Outlook
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
Commentary
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
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.