Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Forward/Backward: 2025 Review With a Note on Venezuela
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
Closing Thoughts on a Year of Uncertainty
At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
Schwab's Market Perspective: 2026 Outlook
Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.
Tracking Lesser-Known Economic Indicators
Researching lesser-known economic indicators on the thinkorswim® platform is a low-effort way to potentially elevate an investor's game.
2026 Outlook: U.S. Stocks and Economy
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
2026 Outlook: International Stocks and Economy
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
2026 Outlook: Treasury Bonds and Fixed Income
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?