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

CPI Next as More Big Banks, ASML Unveil Earnings

Market focus turns to inflation at 8:30 a.m. ET with September CPI. Analysts expect a 0.6% headline monthly rise. Chip equipment maker ASML and more big banks report, as well.
October 14, 2026

Looking to the Futures

US Treasury notes settled into a lower trading range with equity markets providing some support during yesterday's session.
October 14, 2026

'Hot' CPI Data Sends Yields, Rate Hike Odds Higher

Short-term Treasury yields rose after both headline and core CPI data outpaced expectations, boosting odds of a Fed rate hike. Stocks dipped early on the news.
October 14, 2026

Banks at Starting Line to Launch Earnings Season

Banks might set the tone today as several report earnings a day before CPI data that could influence the Fed. Monday's session was light with bonds closed.
October 13, 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

Earnings Season, Inflation Data In-Focus This Week

Major banks kick off third quarter earnings season this week as markets grapple with elevated Treasury yields, energy supply disruptions, and ongoing geopolitical tensions.
October 12, 2026

Weekly Trader's Outlook

Major indexes reached record highs, but momentum divergences and defensive rotation suggest a more cautious backdrop. Oil prices and Treasury yields remain key variables.
October 9, 2026

Oil, Yields Loom Over Stocks Before Sentiment Data

Surging oil prices, elevated Treasury yields, and geopolitical tensions remain in focus as investors await consumer sentiment data and the start of a pivotal earnings season.
October 9, 2026

Breadth Stirs as AI's Gains Stay Concentrated

Stocks eye record highs as breadth improves, clients diversify exposure, AI reshapes a few industries, and earnings season kicks off with tech leading the pack.
October 9, 2026

Another Bond Auction Looms as Yields Test Markets

With rising yields testing stocks’ recent surge, investors are eyeing a 30-year Treasury auction today. PepsiCo earnings are on deck as third quarter earnings season begins.
October 8, 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

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

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