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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

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Bond Market Reset: What's Next?

Major central banks are hiking interest rates rapidly and shrinking their balance sheets in an effort to "normalize" policy. The question hanging over the market is, "What is a normal policy rate?"
May 12, 2022
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Recession in China?

The world's second-largest economy and consumer market has likely slipped into a recession, at least by China's standards.
May 9, 2022

When the Levee Breaks, Panic is Not a Strategy

Another burst of market volatility has confirmed that the peak in negative economic consequences—courtesy of tighter policy and slowing growth—is likely still ahead of us.
May 2, 2022

Hedging Stocks Against Rising Rates

Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.
April 25, 2022

Land of Confusion: Soft or Hard?

With inflation running at a 40-year high, and the Fed having embarked on a rate hike cycle, the burning debate is whether the slowdown ends in a soft landing or a recession.
April 18, 2022

Deglobalization Is Political, Not Economic

Politics may have little impact on economic globalization or corporate profits—which gives little reason for investors to deglobalize their portfolios, despite the headlines.
April 11, 2022

At Last—Income in the Fixed Income Market

The first quarter was brutal for fixed income investors, as bond prices fell and yields rose. However, the steep rise in yields should mean that income investors can finally earn relatively attractive yields in the bond market, after enduring nearly three years of near-zero interest rates.
April 8, 2022

War: Impact on Earnings

The geopolitical impact on earnings, the most important driver of stock prices, has remained modest so far; global companies appear to be on a path for earnings growth in 2022.
March 28, 2022
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Recession Blues: Unfounded Fear?

Even if a recession is not imminent, the playbook deserves a dusting off as rising inflation, tighter monetary policy, and the war in Ukraine all crimp economic growth prospects.
March 21, 2022
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War in Ukraine: Recession in Europe?

We believe the odds of a recession in Europe are above average, but still below 50%. We will be watching developments and data closely to see how the economic outlook evolves.
March 14, 2022
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How to Invest in Clean-Energy Trends

New approaches to climate change could create plenty of investment opportunities.
March 4, 2022
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The Fed's Next Move: Ukraine Changes the Picture

After months of laying the groundwork for monetary policy tightening, the Federal Reserve now faces a sudden change in the economic outlook.
March 2, 2022
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Russia-Ukraine: Hit to Russia's Financial Systems

Global leaders backed a new round of sanctions on Russia, but it is unclear at this time if these additional measures will be successful at avoiding an energy shock.
February 28, 2022
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Russia-Ukraine: Navigating Markets on Edge

The human toll is immense, but financial market reaction to the Russian invasion of Ukraine has been muted so far. Here's what we expect to see in coming days and weeks.
February 25, 2022
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Geopolitical Risk Update: Russia-Ukraine

We believe that diversified investors don't need to take action to protect their portfolios from events in Ukraine, which are unlikely to affect broader market and economic trends.
February 22, 2022
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Tight Rope: History's Lessons About Rate Hike Cycles

The Fed is set to embark on another tightening cycle, and though history serves as a partial guide, there are new tools this time around and an undetermined rate-hike playbook.
February 22, 2022
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Why Invest Internationally?

A large home bias, even with international sales exposure, may not diversify investors across sectors, endangering financial goals when new economic cycles shift long-term trends.
February 14, 2022

Bond Market: Waiting for Liftoff

The Federal Reserve is expected to starting hiking short-term rates at its March meeting, and markets have priced in a total of five rate increases this year. That's a fast pace. Is it likely?
February 3, 2022
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Guide to Geopolitical Risk: Russia-Ukraine

The human costs of military action are unmeasurable. Yet, the stock market reaction to an incursion or invasion of Ukraine may echo those of the past with little measurable impact for diversified investors.
January 31, 2022
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What Do Rising Rates Mean for Stock Investors?

Global benchmark yields are moving higher along with economic sentiment. We expect yields to remain positively correlated to market returns, favoring cyclical and value stocks.
January 18, 2022

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