Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Stocks Mixed on Oil

A sharp rally in crude that quickly faded on conflicting Persian Gulf news put stocks in a mixed mode to start a week packed with earnings and jobs data. Palantir reports today.

May 04, 2026

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

May 01, 2026


Q1 Tech Earnings Preview Part 2

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.

April 30, 2026

Fed Holds Rates Steady

As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.

April 29, 2026

Q1 2026 Tech Earnings

Results from tech titans, including Microsoft and Apple, are due soon. Focus remains on cloud growth and spending, along with questions about how the war might affect these stocks.

April 27, 2026

Debt, Deficits, & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

April 24, 2026

Trading

Michael Zarembski

Looking to the Futures

Michael Zarembski
May 04, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
May 01, 2026

US stocks and economy

Our perspective on what's driving U.S. equity markets

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

April 09, 2026

Debt, Deficits, & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

April 24, 2026

Schwab Market Perspective

Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

April 17, 2026

Gambling vs. Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

April 08, 2026

International stocks and economy

 Our take on crosscurrents affecting international equities

Schwab Market Perspective

Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

April 17, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

April 13, 2026

Iran: Relief vs. Resolution

While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.

April 10, 2026

Geopolitical Risk is Evolving

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

February 09, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Fed Holds Rates Steady

As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.

April 29, 2026 Collin Martin

Debt, Deficits, & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

April 24, 2026

Schwab Market Perspective

Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

April 17, 2026

Inflation, Oil & Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Headline Drama vs. Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?

January 29, 2026 Michael Townsend