US

Stay up to date on commentary related specifically to US markets.

market volatility government policy international sectors

A Week of Whiplash: What’s Behind the Market’s Mood Swings?

Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.

Markets and Economy

Stocks Dip as Risk Stays Up to Close Whipsaw Week

A wild week of sharp dips and rallies approached its end with stocks under pressure and risk measures still elevated. Next week features the Fed and mega-cap earnings.

Markets and Economy

Time of the Season … For Year-End Targets

Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.

Markets and Economy

The Bond Market in 2026: What Could Go Wrong?

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

Government Policy

What Is the Debt Ceiling and Why Does It Matter?

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

Markets and Economy

Forward/Backward: 2025 Review With a Note on Venezuela

The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.

Closing Thoughts on a Year of Uncertainty

At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.

Markets and Economy

Fed Cuts Rates for the Third Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.

2026 Outlook: U.S. Stocks and Economy

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

Implications of a New Fed Chair Nominee

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

0924-RGR0