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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

Simple Indicators in a Complicated World

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
February 12, 2024

Slow(er) Ride to Rate Cuts

While focus remains on when the Fed will start cutting rates, history suggests other factors must be looked at when assessing forward stock market performance.
February 5, 2024

Count Down to Rate Cuts (and Hikes)

Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
January 29, 2024

Back in Black: S&P 500 Hits All-Time High

While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
January 22, 2024

The Global Impact of Taiwan's Election

The election outcome is unlikely to change the status quo for the Taiwan Strait, U.S.-China relations, or global markets which have seemed to price in geopolitical risk.
January 16, 2024
On Investing: Kathy Jones & Liz Ann Sonders

What Can the Sahm Rule Tell Us About the Economy?

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.
January 12, 2024

Where the U.S. Dollar May Be Headed in 2024

With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
January 10, 2024

Mixed Signals: December's Jobs Report

While headline payroll growth was relatively strong in December, weaker details under the surface continue to paint a mixed labor market picture.
January 8, 2024

Top 5 Global Risks of 2024

There are many risks for 2024 including those that are an ever-present part of investing and not unique to the outlook for any particular year. We've highlighted our top five.
December 18, 2023
On Investing with Kathy Jones & Liz Ann Sonders

The Fed Holds Steady with a Dovish Pivot

Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.
December 15, 2023

2024 Global Outlook: The Big Picture

Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.
December 4, 2023
On Investing with Kathy Jones & Liz Ann Sonders

An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'

Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.
December 1, 2023

Is China Investable?

Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.
November 20, 2023
On Investing with Kathy Jones & Liz Ann Sonders

This Week's CPI Data and the State of the Economy

Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.
November 17, 2023

Roller Coaster: Markets Take a Ride

Like some advances earlier this year, the market's current surge hasn't been defined by strong breadth underneath the surface—which will be key for a sustained, durable advance.
November 13, 2023

Using Tactical Allocation Tilts During Volatile Markets

How to implement tactical allocation tilts based on short-term market expectations.
November 10, 2023
On Investing with Kathy Jones & Liz Ann Sonders

The View from Washington D.C.

Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.
November 10, 2023

Bank of Japan: End of an Era?

Policy changes at the Bank of Japan could potentially reverse capital flows, shift global yields higher, contribute to a stronger yen, and increase the value of Japanese stocks.
November 6, 2023
On Investing with Kathy Jones & Liz Ann Sonders

Frequently Asked Questions from Investors

Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.
November 3, 2023

Serious Business: Assessing Earnings Season

Earnings results thus far underscore the strong bifurcation within the market, which is confirmed by the continued deterioration in breadth throughout the current correction.
October 30, 2023

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