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

PCE Prices, Micron Results Could Help Set Tone

This morning's August PCE prices could help shape the Fed's rate decision, and Micron's earnings later might give the entire tech sector direction. Yields and oil remain in focus.
September 30, 2026

Looking to the Futures

Cattle prices face rising imports, supply pressure, and technical resistance. Cattle prices face rising imports, supply pressure, and technical resistance.
September 30, 2026

Inflation Growth Slows, Sending Stocks Up Early

Major indexes rose and yields eased after the Fed's favored inflation data came in below expectations for August. Fed rate hike odds continued falling after the report.
September 30, 2026

Job Openings Ahead After Yields Hit New Highs

A packed week of data begins after the open with the job openings report, followed by PCE prices tomorrow. Nonfarm payrolls looms Friday. Yields hit new 19-year highs Monday.
September 29, 2026

Geopolitics Wrestle with Jobs Data for Attention

There's a tug-of-war between movement on the geopolitical front and a feast of U.S. data this week, culminating in Friday's jobs report. Oil and yields could set the tone.
September 28, 2026

Stocks Stall as Yields, Hike Odds Climb

Stocks grind sideways as October hike odds rise, Treasury auctions clear at multi-year high yields, labor data shows early tightening signs, and bitcoin breaks key levels.
September 25, 2026

Weekly Trader's Outlook

The S&P 500 and Nasdaq Composite are on track for weekly gains, assisted by relative strength in AI-related stocks, and despite the march higher in global bond yields.
September 25, 2026

Yields, China, Iran All in Focus as Weekend Nears

Investors are watching Trump's meeting with Xi, checking for fresh reports of Middle East progress, and keeping a close eye on Treasury yields. Consumer sentiment looms.
September 25, 2026

China Meeting Center Stage, Yields Grab Spotlight

U.S. and Chinese leaders meet today to discuss trade and oil, but the dramatic rally in yields this week may overshadow the event. Costco reports later, and new home sales are due.
September 24, 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

Schwab Market Perspective

Our point of view on recent market and economic activity.
September 18, 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

The MOVE Index and Why It Might Matter

The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.
September 9, 2026

Take a Hike: Rate Hikes and Market Impacts

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
September 9, 2026

Buy, Hold, Sell: What Analyst Stock Ratings Mean

Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.
September 8, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
September 4, 2026

What Is a Market Bubble?

Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.
September 3, 2026

Songs of Experience: Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
September 3, 2026

How Interest Rate Movements Affect Options Prices

Interest rates have an important effect on options prices, especially when rates are high. The options greek rho measures the impact of rates and can help when evaluating options.
August 27, 2026

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