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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

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Schwab Market Update: Stocks Posted Weekly Gains as Trading Session Ended Early

U.S. equities ended the day mixed, but the holiday-shortened week higher.
November 25, 2022
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Risk for 2023: China Reopening

Chinese officials may be preparing to bring an end to China's zero-COVID policy but reopening the world's second-largest economy could bring inflationary challenges.
November 21, 2022
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Swing, Swing: Wild Week

A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.

November 14, 2022

Schwab Market Perspective: Stress Cracks

As the Federal Reserve continues to ratchet up the pressure with higher interest rates, cracks are beginning to appear beneath the surface of the U.S. economy.
November 11, 2022

Midterm Elections Signal More Washington Gridlock

While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.
November 9, 2022
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Central Banks Stepping Down

Central banks seem to be stepping down from aggressive rate hikes, which may lead to a year-end "Santa Pause" rally for stocks.
November 7, 2022
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Fed Hikes Aggressively, Signals More Hikes to Come

Stocks slid and Treasury yields rose as comments by the Federal Reserve chair suggested the "peak" fed funds rate may be higher than initially expected.
November 2, 2022
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Disappearing Act: Earnings

Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.
October 31, 2022

Revenge of the Markets

Markets can have more sway over policymakers than vice versa, as demonstrated in the U.K. recently. Here are three ideas for what markets may compel other policymakers to do next.
October 24, 2022
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Different Strings … Similar Story

Much attention has been paid to the elevated risk (and announcement) of a recession, but investors should instead focus on signals coming from leading economic indicators.
October 17, 2022

Inflation Reduction Act: New Taxes, Weaker Market?

On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.
October 10, 2022
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The End of Earnings Growth?

The earnings outlook is dimming as the economy slows, which could result in cuts to earnings forecasts and downside for stocks. U.K. earnings have been a surprising outperformer.
October 10, 2022

Markets to Fed: Slow Down, You Move Too Fast

Volatility has spiked as markets react to concerns about the ability of the global economy to cope with sharply higher U.S. interest rates. If these trends continue, the Fed may end up slowing its pace of tightening—but not stopping it.
October 7, 2022
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Ripple(s) From Surging Dollar

While a spike in global market volatility has prompted some investors to think a Fed response is imminent, we caution against thinking that intervention is a bullish development.
October 3, 2022
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What's Next: Good, Bad, & Ugly

The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
September 26, 2022
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Earnings: Trampled Under Foot?

The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.
September 19, 2022
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Rate Hikes, Quantitative Tightening, and Bond Yields

In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.
September 13, 2022
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Home Is Where the Inflation Is

Central Banks relying on inflation measures based on rentals, rather than home prices, may persist in raising rates, applying more economic brakes despite easing home sales.
September 12, 2022
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Are Jobs Livin' on the Edge?

The August jobs report delivered something for both economic bulls and bears, but what matters more in the near term is the Fed's focus on seeing a continued easing in labor demand.
September 6, 2022
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Growth vs. Value: What Does It Mean?

Performance underneath the surface is sometimes markedly different from the action at the Growth and Value index level.
August 31, 2022

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