Schwab Market Perspective

Published on May 18, 2026

First quarter 2026 earnings were stronger than expected and we think that there might be continued strength in the second quarter, unless there is a major macro shift.

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Rethinking US Equity Exposure Through Sectors

May 18, 2026
US equities continue to march higher in 2026 despite geopolitical uncertainties, supported by resilient economic data and strong corporate earnings. Much of the market narrative remains focused on mega-cap technology and artificial intelligence (AI).

Sticky Inflation Tests Markets as Credit Holds Firm

May 18, 2026
U.S. inflation and rates remain elevated. Credit markets continue to show resilience. Opportunities are emerging across securitized and high yield assets