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
Earnings, Peace Hope Give Lift
Though oil prices and Treasury yields rose, the market focused early on reports that Iran wants diplomacy and on solid earnings results. New tariffs are another possible headwind.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Company Earnings
Q2 2026 Bank Earnings Ahead
The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.
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.
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.
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.
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.
Markets and Economy
U.S. Insights in 2 Minutes
What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.
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
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
Hawkish Fed Keeps Rates Steady
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
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.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Government affairs
Our take on policy decisions that may affect markets and investments
Bad Vibes vs. Bull Market
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
