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

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

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

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

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

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

Our Philosophy and What Matters in the Markets

Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.
October 27, 2023

What Happened to ESG Stocks?

Investments in alternative energy have become unattractive due to higher interest rates, not changes in government policies, adoption or pricing of green technologies.
October 23, 2023

The Potential Winners and Losers of Higher Interest Rates

A look at who benefits and who suffers when the Federal Reserve raises interest rates.
October 16, 2023

Debt: Hard to Handle

Interest expense is a large and growing issue for both the economy and stock market, which reinforces why investors should stay up in quality amid interest-rate-driven headwinds.
October 16, 2023

Conflict in the Middle East

Current hostilities in the Middle East have been met with a relatively calm market reaction thus far, although market risk remains should war threaten global recession.
October 9, 2023

Paranoid? An Update on Consumer Sentiment

Consumer and business confidence metrics are not yet out of the woods, and the recent spike in rates, oil, and the dollar might chip away at relatively resilient sentiment.
October 2, 2023

Say Goodbye…to Great Moderation?

A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.
September 18, 2023

Does Market Timing Work?

We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.
September 13, 2023

Europe Sentiment: So Bad It's Good

Changes in sentiment may drive the performance of the eurozone equity markets, even with disappointing economic data.
September 11, 2023

China: Contagion or Contained?

China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
August 28, 2023

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