Asset Management
US
Stay up to date on commentary related specifically to US markets.
US content
Schwab Market Update
Stocks turned green after Tuesday's tech sell off, helped by lower oil and yields. The next major test is Micron's results after the close, followed by PCE prices data tomorrow.
Washington Watch
Kevin Warsh leads his first FOMC meeting, affordable housing bill poised to pass Congress, and Trump's BLS head nominee vows to protect independence of government economic data.
On Investing
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
Market Outlook
Our point of view on recent market and economic activity.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
On Investing
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Market Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
On Investing
RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.