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
Oil, Yields Weigh on Stocks
Stocks were set to open lower after signs of escalation in the Middle East and comments from a top Federal Reserve official sent oil prices and yields higher.
US
AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
Fed Hikes in 12-0 Vote
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.
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.
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
AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
US
Take a Hike
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
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
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.
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.
International
Diversification, 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.
Fixed income
Insights on the latest developments in fixed income and currency markets
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
Fed Hikes in 12-0 Vote
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.
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
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?
