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

Q2 Bank Earnings Preview: Hawkish Fed Pivot Eyed

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.
July 13, 2026

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
July 13, 2026

Market Snapshot | July 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
July 9, 2026

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
July 8, 2026

Understanding Margin Interest

Even if traders don't intend to use margin, there are actions that can trigger margin interest. Here are tips for understanding and reducing the potential of a margin loan.
July 1, 2026

What Is Deflation? Definition, Causes, Examples

Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.
June 30, 2026

2 Minutes on the Markets | U.S. Insights

What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.
June 23, 2026

Fibonacci Retracement and Extension Levels Explained

Fibonacci retracement and extension levels are technical analysis tools that can help traders identify potential support and resistance price levels in stock trading.
June 23, 2026

What Is Inflation? How It Works and Why It Matters

Inflation is a broad rise in the prices of goods and services over time that reduces purchasing power. Learn what causes it, how it's measured, and why it matters to investors.
June 22, 2026

Could a Trust Fit Your Estate Plan?

Thinking about a trust? This episode explains how trusts work, what problems they solve, and why they may be useful for more people than you might expect.
June 22, 2026

What Is Stagflation? Causes, Examples, and Impact

Stagflation is a mix of high inflation, weak economic growth, and rising unemployment. Learn what causes it, how it affects markets, and what it can mean for investors.
June 18, 2026

2026 Mid-Year Outlook: Municipal Bonds

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
June 17, 2026

Stocks That Own Stocks: Know What You're Getting

More companies, particularly in tech, are buying shares in other companies. What's behind this strategy, and what should investors know when they invest?
June 16, 2026

Using Implied Volatility Percentages and Rankings

Learn how implied volatility (IV) percentages and percentile rankings can help identify when changes in options pricing are normal or unusual.
June 15, 2026

STAX Generational Trends: Millennials Turn Bullish

The Schwab Trading Activity Index™ tracks client activity to gauge sentiment. Younger generations closed the sentiment gap in May, becoming more bullish as indexes hit highs.
June 9, 2026

2026 Mid-Year Outlook: Global Equity

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
June 8, 2026

What Investors Should Know About Stock Splits

Learn how stock splits work, why companies use them, how they affect investors, and why markets sometimes react strongly to these mostly cosmetic corporate actions.
June 8, 2026

Chip Stocks Plunge, Putting Wall Street on Defense

The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.
June 5, 2026

2026 Mid-Year Outlook: Taxable Fixed Income

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
June 5, 2026

Bad Vibes Appear No Match for This Bull Market

Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
June 4, 2026

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