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

Fed Decision, Microsoft and Alphabet Results Ahead

A key day of the quarter is here as the Fed decides on rates and investors await Microsoft and Alphabet results after the close, focused on cloud growth. No rate hike is expected.
October 28, 2026

AI Still Sizzles Awaiting Fed, Alphabet, Microsoft

AI-related stocks built on their rally early as investors warily watched rising oil and awaited today's Fed decision. Earnings from Microsoft and Alphabet come after the close.
October 28, 2026

Looking to the Futures

Gold futures rebounded on Tuesday as investors positioned themselves ahead of the Federal Reserve’s upcoming interest rate decision.
October 28, 2026

Earnings Calendar Accelerates, Fed Meeting Begins

As the Fed begins its two-day meeting, earnings start pouring in as one-third of S&P 500 firms report this week. Boeing, Visa, and Corning go today, and new home sales data is due.
October 27, 2026

Market Licks Wounds After Carnage in Tech, Yields

The market approaches the weekend on shaky ground after yesterday's dramatic tech sell-off and slide in Treasury yields amid a flight to perceived safety. Sentiment data looms.
October 23, 2026

Investors Seek Safety Amid AI Sell-Off, Oil Surge

Investors sought safety in Treasuries this week as crude prices surged and AI-linked stocks sold off. Yields and earnings remain in focus as central banks meet next week.
October 23, 2026

Weekly Trader's Outlook

The Nasdaq and S&P 500 are on track for modest weekly losses as lingering AI concerns send some investors into Treasuries.
October 23, 2026

Meta, Tesla Earnings Impress, Helping Sentiment

Solid earnings from Meta and Tesla, accompanied by Meta's better-than-expected guidance, appeared to impress and may provide more momentum for tech in what's been a strong week.
October 22, 2026

Skip the Midterm Noise—Think Like the Markets

Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
October 22, 2026

Q3 Tech Earnings Preview: Can AI Save the Day?

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.
October 20, 2026

After Messy Week of AI Selling, Key Earnings Loom

Earnings accelerate this week with a host of companies including Meta Platforms and Tesla. Last week was the worst since June for the Nasdaq as debt fears sent AI stocks reeling.
October 19, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
October 16, 2026

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
October 15, 2026

How Do Rising Rates Impact Global Equities?

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
October 12, 2026

Q3 Bank Earnings: Muddier Waters to Navigate

Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
October 12, 2026

Inside Job(s): 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.
October 7, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
October 2, 2026

After-Hours Trading: What It Is, How It Works

What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.
September 21, 2026

Fed Hikes in 12-0 Vote, Commits to Inflation Fight

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.
September 16, 2026

European Stocks: Reasons to Reconsider

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
September 14, 2026

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