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

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US Market Commentary

*El siguiente contenido solo está disponible en inglés.

Schwab Market Update

Walmart Up Next as Market Ponders Treasury's Move

Walmart's results loom before the open. Yesterday saw bond yields fall as the Treasury stepped in. Fed minutes revealed some willingness to raise rates if inflation doesn't cool.
August 20, 2026
Schwab Market Update: The exterior of the U.S. Treasury building.

Stocks Fall Early as Treasury Rally Fades

Stocks fell in early trading as Treasury yields rebounded, wiping out most of the previous day's decline. Higher oil prices and Walmart results also hit shares.
August 20, 2026

Looking to the Futures

Gold futures are trading up over 3% on Wednesday afternoon with the December contracts (/GCZ26) trading at 4555.6.
August 20, 2026
Schwab Market Update

Fed Minutes Awaited as Stocks Stumble on Yields

Rising U.S. and global yields continue to drag the stock market, now down three days in a row. Fed minutes later could shed light on the rate debate. Target reports this morning.
August 19, 2026
A cartoon image of a globe, with a keyhole in Europe, being approached by a large metal key.

ADRs Walk and Talk Like S&P 500 Stocks, but Aren't

Some of the largest tech stocks aren't traded on the S&P 500, though they trade on U.S. markets and affect Wall Street sentiment. ADRs are familiar stocks with unfamiliar pedigrees.
August 19, 2026
Schwab Market Update

Home Depot, Housing Starts Due After Weak Monday

Housing starts and building permits arrive this morning along with Home Depot earnings after a weak Monday that saw higher yields and oil weigh on major indexes.
August 18, 2026
Schwab Market Update

High Yields, Soft Data Mulled as Retailers Report

Rising oil sent yields higher and slowed market gains last week amid a slate of relatively soft U.S. data. This week brings retailer results, but war remains a large concern.
August 17, 2026
A calendar is displayed with coins on one date and a Post-It note with the words "early exercise" written on it on an earlier date. The image represents a trader deciding whether they should exercise an option early due to the underlying stock's upcoming dividend.

Understanding Dividend Risk: Basics and Examples

When holding a short call option on a dividend-paying stock, traders should understand how dividend risk can affect options pricing, early assignment, and strategy outcomes.
August 17, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
August 14, 2026

Weekly Trader's Outlook

The S&P 500 and Russell 2000 notched fresh all-time highs this week as the continued stream of healthy earnings reports feed investor risk appetite.
August 14, 2026
Schwab Market Update

Retail Sales are Last Rung on Weekly Data Ladder

After Thursday's all-time SPX highs on falling oil and yields, investors face another test this morning with July retail sales, seen up 0.2%. Retail earnings start next week.
August 14, 2026

Geopolitical Uncertainty and Your Portfolio

Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.
August 14, 2026
Image of a "shell game: with ball and cups

Bonds vs. Bond Funds: Which is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
August 13, 2026
Two traders in suits standing next to one very large trader in a suit, representing a large trader who would be required to comply with large trader reporting requirements.

The Large Trader Rule: What Clients Need to Know

The Large Trader Rule requires traders whose transactions hit certain thresholds to register with the SEC and meet ongoing compliance requirements. Here's how to remain compliant.
August 12, 2026

What Is Swing Trading and How Does It Work?

Swing trading seeks to profit from moves lasting from days to weeks by using technical analysis to spot price patterns. It requires skill, precise execution, and discipline.
August 11, 2026
worker inspecting a server

Equity Diversification in an Era of Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.
August 10, 2026
Cartoon fingers point to a red "sad" face, green "happy" face, and yellow "neutral" face. A line graph, meant to emulate a stock chart, oscillates in the background.

Sentiment Boxes to Check: Market Condition Metrics

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.
August 5, 2026
image of directional arrows on a street

The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
August 5, 2026

Spot and Stick to Trends with ADX and RSI

Used together, the Average Directional Index and Relative Strength Index can help traders assess a stock's trend, how strong it is, and whether it may be overbought or oversold.
August 4, 2026

Q2 Tech Earnings Preview: Chips, Memory, Software

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.
August 3, 2026

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