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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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Are You Focusing on the Wrong Central Bank?

While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.
February 26, 2023

The Price You Pay: A Look at Equity Valuations

Valuation metrics broadly look more attractive relative to where they were a year ago, but history shows they don't provide clear guidance on future returns.
February 20, 2023
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Growth vs. Value: What Does It Mean?

Performance underneath the surface is sometimes markedly different from the action at the Growth and Value index level.
February 13, 2023
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Investors' Guide to Geopolitical Risk

Examination of recent geopolitical tensions and their potential impact on investors provides perspective on these developments, even if the risk is measured at "average."
February 12, 2023
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The Everything Everywhere All at Once Rally

Despite market volatility, inflationary pressures, and a potential earnings recession, a rally involving stocks, bonds, and some commodities that started in November still persists.
January 29, 2023
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Helpless? Recession Risks Abound

Leading indicators continue to point toward further economic weakness, making it difficult and premature to determine whether the labor market can maintain its relative strength.
January 22, 2023
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Go With the Flow

Volatility waves and changing-news tides elicit short-term market moves; economic currents tend to affect longer-term market shifts which may now favor international stocks.
January 16, 2023

Congress Passes Major Boost to Retirement Savings

Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.
December 22, 2022
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Different Strings … Similar Story

Much attention has been paid to the elevated risk (and announcement) of a recession, but investors should instead focus on signals coming from leading economic indicators.
October 16, 2022

Inflation Reduction Act: New Taxes, Weaker Market?

On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.
October 9, 2022
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What's Next: Good, Bad, & Ugly

The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
September 25, 2022

Bear Market: Now What?

Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.
July 12, 2022
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Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
June 12, 2022
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How to Invest in Clean-Energy Trends

New approaches to climate change could create plenty of investment opportunities.
March 3, 2022
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Songs of Experience: Reminiscences of a Strategist

It's been 35 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
December 19, 2021

The Appeal of Buyback Stocks

Are companies that repurchase their shares poised for outperformance?
November 17, 2021

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