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Conversation among two persons

Los expertos ofrecen sus perspectivas sobre los mercados estadounidenses y del mundo.

El éxito de la inversión empieza con la información. Lea las perspectivas de los mejores profesionales de Schwab y manténgase actualizado en el flujo diario del mercado de valores.

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US Market Commentary

Boom Boom Pow: Have Stocks Already Priced in Economic Boom?
Market Commentary

Boom Boom Pow: Have Stocks Already Priced in Economic Boom?

by Liz Ann Sonders
May 3, 2021
The stock market has been generally cheering strong economic data; but history shows that boom economic conditions may already be largely priced in.
Transitory Times: Fed Steady; Inflation Risk “Transitory”
Market Commentary

Transitory Times: Fed Steady; Inflation Risk “Transitory”

by Liz Ann Sonders
April 28, 2021
The Federal Reserve made no change to its interest rate or asset purchase policies; while strengthening its economic outlook and viewing inflation risk as “transitory.”
What’s Working? Two Ideas For Investors
Market Commentary

What’s Working? Two Ideas For Investors

by Jeffrey Kleintop
April 26, 2021
In recent months, two investment themes have been rewarding investors with outperformance: defense sector companies and those participating in share buybacks.
Market Commentary

SPACs: What Are They, and Are They a Risk to the Market?

by Liz Ann Sonders, Kevin Gordon
April 21, 2021
Special purpose acquisition companies—also known as blank-check companies—have gained immense popularity since the beginning of 2020.
Pump it Up: Earnings Season Starts Off Strong
Market Commentary

Pump it Up: Earnings Season Starts Off Strong

by Liz Ann Sonders
April 19, 2021
Although earnings season has a ways to go, the results have been strong enough to significantly boost growth expectations, while also easing some valuation concerns.
Schwab Market Perspective: Springing Forward
Market Commentary

Schwab Market Perspective: Springing Forward

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
April 16, 2021
The U.S. economy remains on solid footing, continuing to move into a period of exceptional growth.
The Next Bubble?
Market Commentary

The Next Bubble?

by Jeffrey Kleintop
April 12, 2021
The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
Market Commentary

Is the Stock Market Disconnected From the Economy?

by Liz Ann Sonders
April 9, 2021
Examining performance trends over the past year reveals a nuanced relationship.
Market Commentary

Will Rising Federal Debt Slow Economic Growth?

by Liz Ann Sonders
April 6, 2021
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
Hit Me With Your Best Shot: Speculative Trades Take a Breather
Market Commentary

Hit Me With Your Best Shot: Speculative Trades Take a Breather

by Liz Ann Sonders, Kevin Gordon
April 5, 2021
Trendy and speculative trades have gained micro bubble status and rolled over of late, but their weakness hasn’t infected the broader market.
Stimulus Payback: 2023
Market Commentary

Stimulus Payback: 2023

by Jeffrey Kleintop
March 29, 2021
Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.
It’s What You Value … and Where You Find It
Market Commentary

It's What You Value … and Where You Find It

by Liz Ann Sonders
March 22, 2021
Investor attention has shifted from Growth to Value as the economy regains its footing, but understanding their factors and fundamentals is crucial.
Bull? Bear? How about a “Bunny” market?
Market Commentary

Bull? Bear? How About a “Bunny” Market?

by Jeffrey Kleintop
March 15, 2021
Not likely a bear market, but it may feel less like last year’s charging bull market. Perhaps a “bunny” market, with the stock market hopping up and down.
Portfolio Management

Is It Time to Increase Your International Exposure?

by Jeffrey Kleintop
March 12, 2021
Three reasons to revisit your international stock allocation.
Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment
Market Commentary

Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment

by Liz Ann Sonders
March 8, 2021
Sentiment has been a problem; higher yields was the catalyst for a bit of a reset.
Have EM stocks lost their immunity to rising rates?
Market Commentary

Have EM Stocks Lost Their Immunity to Rising Rates?

by Jeffrey Kleintop
March 1, 2021
Should interest rates continue to climb at a more moderate pace, EM stocks may rebound and rise alongside bond yields, as they have done historically.
EleVation: Some V-Shaped Economic Data to Cheer
Market Commentary

EleVation: Some V-Shaped Economic Data to Cheer

by Liz Ann Sonders
February 22, 2021
Looking at the latest economic data reveals V-shaped recoveries in many goods-based indicators; while services has more catch-up to do.
Market Commentary

Year of the Ox: Bullish for China?

by Jeffrey Kleintop
February 16, 2021
China’s growth for 2021 appears strong, but February holds key developments that could impact this outlook, including stock delistings, trade, and COVID-19.
Lesson Learned? Takeaways From the GameStop Saga
Market Commentary

Lesson Learned? Takeaways From the GameStop Saga

by Liz Ann Sonders
February 8, 2021
As quickly as it soared to the moon, GameStop came back down to earth; but the lessons learned are key to turning day trading speculators into longer-term investors.
Your Portfolio May Be Less Diversified Than You Think
Market Commentary

Your Portfolio May Be Less Diversified Than You Think

by Jeffrey Kleintop
February 1, 2021
Obtaining global diversification has never been easier.

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