FOCUS Quarterly Report | Q1 2026
Scott Ladner
April 16, 2026
Built to Last: The U.S. Economy’s Case for Resilience OVERVIEW The U.S. economy didn’t stumble
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Built to Last: The U.S. Economy’s Case for Resilience OVERVIEW The U.S. economy didn’t stumble
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of
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Homebuilders and housing stocks may be a smart first play for the anticipated September cut
While some headlines focus on credit card debt alone, Head of Research & Product Development
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
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Topics
Built to Last: The U.S. Economy’s Case for Resilience OVERVIEW The U.S. economy didn’t stumble into 2026 from a position of vulnerability. It arrived with
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be entering a new phase of rising productivity—one that may have
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of 2025 reinforced the year’s defining pattern — a series of
Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab
While some headlines focus on credit card debt alone, Head of Research & Product Development Mike Dickson, Ph.D., provides a different perspective on how the
OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months of 2023. The S&P 500 index of large-company stocks rallied
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had lifted stocks higher for much of the year. The major
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s