Experts offer their insights on the U.S. and global markets

Successful investing begins with being informed. Read the insights of top Schwab professionals and keep up with the daily flux of the stock market.

US Market Commentary

Weekly Trader's Outlook

Stocks are on track for weekly losses, as rising longer-term Treasury yields and a resurrection of tariff threats incentivize traders to move some investment dollars to the sidelines.
May 23, 2025

Schwab Market Update

Fresh tariff threats from President Trump against Apple's iPhone and imports from Europe sent stocks and yields down ahead of the long weekend. Nvidia, GDP, and PCE loom next week.
May 23, 2025

Looking to the Futures

Bonds tumbled as investors considered the tax bill that passed the House on Wednesday.
May 23, 2025

Data Decoder: Deciphering Messages in Key Reports

A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.
May 22, 2025

Using Chart Divergences to Make Trading Decisions

When technical indicators and price changes that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.
May 20, 2025

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
May 19, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
May 19, 2025

Schwab Market Perspective: The Tariff Effect

Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.
May 16, 2025

Q1 Retail Earnings in Uncertain Year

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

May 13, 2025

Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
May 12, 2025

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
May 9, 2025

Fed Holds Rates Steady but Warns of Rising Risks

The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
May 7, 2025

Three Things to Know About the Wheel Strategy

The options wheel strategy involves selling cash-secured puts, and if they're assigned, writing covered calls on the stock, which might be repeatable. Here are three things to know.
May 6, 2025

Tariffs: Q1 Impacts and Q2 Negotiations

A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
May 5, 2025

"Soft" Data Hits Hard: Why Does Sentiment Matter?

University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
April 30, 2025

Dominoes: Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
April 28, 2025

Why Is the U.S. Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
April 28, 2025

The State of Rates and the Bond Market During Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.
April 25, 2025

Q1 Tech Earnings Preview: Tariffs Chip Confidence

As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
April 23, 2025

The Average True Range Indicator and Volatility

The Average True Range indicator can help traders analyze volatility, place stops and limits, and manage position size.
April 22, 2025

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