Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
Jobs Data Drops in Surprise
July jobs growth declined by 23,000, missing expectations for a rise of 86,000, while the unemployment rate was 4.1%. Major indexes initially held on to small gains.
US
The Way You Make Me Feel
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Company Earnings
Q2 Tech Earnings Preview Part 2
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.
Washington Keeps Working
There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?
Markets and Economy
Fed Leaves Rates Unchanged
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
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
The Way You Make Me Feel
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
US
The New Temperamental Era
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
International stocks and economy
Our take on crosscurrents affecting international equities
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
International
The Global Earnings Boom
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
International
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
International
AI and Emerging Market Stocks
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
Fixed income
Insights on the latest developments in fixed income and currency markets
Markets and Economy
Fed Leaves Rates Unchanged
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
Government Policy
Inside the Fed’s Toolbox
What the Fed's monetary-policy tools signal about the market.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Fixed Income
Mid-Year Muni Bond Outlook
In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
Government affairs
Our take on policy decisions that may affect markets and investments
Washington Keeps Working
There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?