Asset Management
US
Stay up to date on commentary related specifically to US markets.
US content
On Investing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Washington Watch
Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.
Schwab's Kevin Gordon discusses the Leading Economic Index® and its role in signaling the current phase of the economic cycle in his latest look at the Week Ahead.
On Investing
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Schwab Market Update
Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
On Investing
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.