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

The Dow Jones, S&P 500 Equal Weight and Russell 2000 all hit fresh all-time highs this week while tech stocks slumped on AI concerns. Will sector rotation be enough to set the bulls up for a year-end rally?
December 12, 2025

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.
December 12, 2025

Broadcom Results Assessed After Stocks Post Record

Chipmaker Broadcom beat analysts' earnings, revenue, and guidance with results late yesterday following new record-high closes for the DJIA and S&P 500 index. Cyclical names led.
December 12, 2025

Market Snapshot | December 2025

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
December 12, 2025

Rotation Out of Tech Rolls Along as Broadcom Dips

Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.
December 12, 2025

Looking to the Futures

Bitcoin traded lower on Thursday and has been nearly flat since Wednesday’s FOMC rate determination surprising traders that were expecting a bullish trend.
December 12, 2025

Markets Digest Fed Cut, Broadcom Earnings On Deck

Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high on Wednesday.
December 11, 2025

How Stock Buybacks Work and Why They Matter

Stock buybacks are a major driver of equity markets. Learn how they work, why companies use them, the risks involved, and how to evaluate them as an investor.
December 11, 2025

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.
December 10, 2025

Fed Cut Seen, but Dissents, Powell, Dot Plot Eyed

The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.
December 10, 2025

Fed Cuts Rates for the Third Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
December 10, 2025

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.
December 9, 2025

Job Openings, 10-Year Auction Ahead as Fed Meets

Futures trading shows 90% odds of a Fed rate cut tomorrow. Yields rose again Monday, a possible headwind for stocks, while job openings data arrive after the open today.
December 9, 2025

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.
December 9, 2025

Fed Meeting, Job Openings, Oracle Pack a Busy Week

This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.
December 8, 2025

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
December 5, 2025

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.
December 5, 2025

Economic Moats: Why They Matter

Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.
December 3, 2025

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.
December 3, 2025

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?
December 2, 2025

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