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 Pulse: Staples Defying "Haven" Reputation

During geopolitical strife, some investors seek possible stability in consumer staples. Despite their reputation, staples underperformed the broader market after the Iran war began.
March 30, 2026

What's the Best Way to Talk Money With Teens?

Parents play a key role in teens learning real-world money skills. This episode explores how open dialogue and hands-on experience help young people move toward financial independence.
March 30, 2026

What Is Guidance and How Should Investors React?

Many public companies regularly provide earnings guidance, and it often moves shares. What is guidance, why do companies share it, and how should investors monitor it and react?
March 26, 2026

Bitcoin Volatility Shrinks to Magnificent 7 Levels

Bitcoin is now less volatile than some Magnificent 7 stocks, but it's still capable of steep, prolonged declines.
March 25, 2026

Earnings on Speed Dial: Why Quarterly Calls Matter

A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.
March 24, 2026

Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
March 20, 2026

Fed Holds Rates Steady, Still Sees One Cut in 2026

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.
March 18, 2026

Dire Strait: War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.
March 18, 2026

The Ups and Downs of Stock Market Volatility

Many investors think about getting out of the stock market when it gets bumpy. But history shows that staying invested over the long term has resulted in positive gains.
March 18, 2026

Schwab Market Perspective

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

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

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

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