US

May 21, 2022

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

Signs Point to Rising Recession Risk

Rising inflation, rate hikes, supply-chain problems and the Russia-Ukraine war have contributed to growing recession fears. While recessions are impossible to predict, we think the risk of one—sooner rather than later—has picked up.

Current Winners and Losers in the Global Economy

U.S. financial markets are rocky, but that’s not true for all markets across the globe. Why the discrepancy, and where are potential opportunities?

Doom and Gloom: When Will It End?

Bearish sentiment is becoming a contrarian support; but for now, aggressive Fed action, tightening financial conditions, and the liquidity drain may keep downward pressure on stocks.

Schwab Market Perspective: Downshifting

The economy has slowed amid rising inflation, aggressive monetary policy tightening and persistent global supply chain crises. In turn, the U.S. stock market has weakened.

See Schwab's commentary on US markets.

50 Ways to Leave Your Mark

The Fed raised rates by 50 basis points and confirmed the balance sheet runoff will start in June, while also ruling out a future steep hike of 75 basis points for now.

When the Levee Breaks, Panic is Not a Strategy

Another burst of market volatility has confirmed that the peak in negative economic consequences—courtesy of tighter policy and slowing growth—is likely still ahead of us.

Can the Fed Win the Inflation Battle?

Liz Ann Sonders joins the podcast to discuss the Fed's aggressive approach on inflation, the chances for a recession, the market's reaction, and what investors need to keep in mind.

Land of Confusion: Soft or Hard?

With inflation running at a 40-year high, and the Fed having embarked on a rate hike cycle, the burning debate is whether the slowdown ends in a soft landing or a recession.

No Quarter (For Consistency)

Stocks have enjoyed a relief rally of late, but conviction is lacking as the rebound has disproportionately favored low-quality segments of the market.

Cryptocurrency's Split Personality

Is it a currency? Is it an investment? Can it be both? Schwab's Randy Frederick joins the podcast to discuss what investors need to know about where cryptocurrency may be headed.