Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Company Earnings
Q3 Tech Earnings Preview 2
Chip, software, and cybersecurity stocks headline the next wave of tech earnings. Here's what investors should watch as the AI trade wavers and spending growth slows.
International
AI Scenarios and Signposts
The AI innovation cycle is early stage and investment is surging, with uncertain outcomes. Four scenarios and key signposts can help investors assess how the AI cycle may evolve.
Markets and Economy
Stocks Rise as Oil Falls
Major indexes rebounded early from last week's selloff, helped by falling crude and yields. Nvidia plunged 5% on concerns about its CEO, while other chip stocks mostly rose.
Market Volatility
Stocks Plunge on AI Fears
Stocks suffered their worst session in well over a year as AI and tech stocks plunged on concern that the election results might dramatically slow AI spending. Volatility soared.
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Trading
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
US
Panic Is Not a Strategy
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
International stocks and economy
Our take on crosscurrents affecting international equities
International
AI Scenarios and Signposts
The AI innovation cycle is early stage and investment is surging, with uncertain outcomes. Four scenarios and key signposts can help investors assess how the AI cycle may evolve.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
International
Reconsidering European Stocks
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
Fixed income
Insights on the latest developments in fixed income and currency markets
Markets and Economy
Fed Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
Geopolitical Uncertainty
Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.
Fixed Income
Bonds or Bond Funds?
Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
Government affairs
Our take on policy decisions that may affect markets and investments
Think Like the Markets
Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
