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

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

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

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

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

Less Magnificent: Why Mega-Caps Limp Post-Results

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
February 24, 2026

Weekly Options: Uses, Risks, and Trade-offs

Learn how weekly stock options can potentially help option traders adjust their exposure during market events like earnings releases or economic announcements.
February 18, 2026

How to Buy the Dip

Learn what it means to "buy the dip" and what to consider before doing it.
February 18, 2026

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026

Where Should the Fed Set Rates? Ask Taylor

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026

Trading Psychology: Recovering From Big Losses

A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
February 6, 2026

A Touch of Grey During Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
February 4, 2026

Q4 Tech Earnings Preview: The Great Divergence

Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.
January 29, 2026

Don’t Let Headline Drama Disrupt Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
January 29, 2026

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