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

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
March 13, 2026

Weekly Trader's Outlook

Major indices are on track for the third straight week of losses as the U.S./Iran conflict continues to dominate headlines and weigh on investor confidence.
March 13, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
March 13, 2026

Iran War: Potential Impact on Global Equities

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.
March 13, 2026

Stocks at 3-Month Lows Awaiting PCE, Job Openings

Blistering rallies in crude and yields sent the S&P 500 to its lowest close since November on Thursday. PCE and job openings data, along with sentiment, all are due today.
March 13, 2026

Looking to the Futures

Soybeans traded higher on Thursday as traders anticipated higher demand for biofuels in the shadow of crude oil increases and geopolitical uncertainty.
March 13, 2026

Inflation Data, Easing Oil Price Give Stocks Boost

The January Personal Consumption Expenditures price index rose in line with expectations, while two economic reports arrive after the open. Nvidia's tech conference starts Monday.
March 13, 2026

STAX Generational Trends: The Gen X Factor

February's market volatility sparked a generational divide in buying activity, according to the Schwab Trading Activity Index™. Gen X leaned in, while Gen Z was more conservative.
March 12, 2026

Market Snapshot | March 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
March 12, 2026

Crude Still in Control Ahead of Adobe Results, PCE

With PCE inflation data due Friday but little data today, focus could fixate on oil prices and the war. Adobe reports later, shifting attention to the sagging software sector.
March 12, 2026

Fed Watch: Can AI Productivity Gain Cut Inflation?

Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.
March 11, 2026

CPI Ahead, Oracle Tops Estimates, But Eyes on Oil

Investors wait for the February CPI this morning and mull stronger-than-expected earnings from Oracle, with eyes on crude oil as war news continues to drive trading.
March 11, 2026

Volatile Markets Keep Looking Toward Middle East

Though Wall Street embarked on a massive rebound yesterday, choppiness could remain a feature with crude oil elevated. Oracle reports later today and key CPI data comes tomorrow.
March 10, 2026

After Worst Week in Months, Oil's Influence is Key

Crude oil prices could continue calling the shots this week as war remains front and center. Last Friday's disappointing jobs report raises new economic questions as CPI looms.
March 9, 2026

A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
March 6, 2026

The Short Interest Monitor

This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.
March 5, 2026

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
March 4, 2026

The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27, 2026

The AI Glow-Up of Emerging Markets

Forget oil and copper—today’s "Emerging Markets" are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history.
February 27, 2026

Gold vs. Stocks as Inflation Hedge

While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.
February 26, 2026

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