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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

Opening Market Update

Retail sales were flat in June, but the control group used to calculate gross domestic product rose 0.9%. Sales excluding autos were up 0.4%. Bank of America beat expectations.
July 16, 2024
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Looking to the Futures

Equity markets rallied in early trading yesterday to set another intraday high on the S&P 500.
July 16, 2024

Closing Market Update

Rotation out of tech and into cyclical and small-cap stocks amid rate cut hopes continued, and stocks gained despite late selling. Volatility rose after the tragic weekend shooting.
July 15, 2024

Q2 Surprises and What Could Surprise in Q3

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
July 15, 2024

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
July 15, 2024

Weekly Trader's Outlook

Yesterday's CPI report appears to have set the stage for a Fed rate cut in September and the rotation into interest-rate-sensitive areas of the market appears to have come to life. Will this recent money flow continue next week or will investors return to familiar territory within tech?
July 12, 2024

Schwab Market Perspective: Connecting the Pieces

Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.
July 12, 2024

Treasury Bond Market Faces Policy Tug-of-War

Central bank monetary policy may soon ease, but government fiscal policies that increase the federal deficit could limit the decline in Treasury yields.
July 11, 2024

Just a Job to Do: Assessing the Labor Market

The labor market continues to normalize and soften, but we think any further weakening might push the Fed to cut rates before the 2% inflation target is reached.
July 8, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.
July 5, 2024

How Much "Tech" Do You Own?

Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
July 1, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.
June 28, 2024

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
June 28, 2024

Election Risk Returns

A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
June 17, 2024

Saving for College: 529 College Savings Plans

The 529 savings plan provides several tax advantages when used for education expenses.
June 14, 2024
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The Fed Holds Rates Steady and Remains Patient

As expected, the Federal Reserve kept its policy rate unchanged at the June meeting, but left the door open to rate cuts later this year if inflation declines.
June 12, 2024

Mid-Year Outlook: Fixed Income

Looking into the second half of the year, we are optimistic that returns will be stronger, but also expect volatility to remain elevated.
June 7, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Midyear Outlook: Corporate Bonds and Muni Bonds

Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.
June 7, 2024

Deficits, Debt and Markets: Myths vs. Realities

Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
June 6, 2024

2024 Mid-Year Outlook: Global Stocks and Economy

As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.
June 3, 2024

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