Market Commentary

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On Investing

Why Markets Are Shrugging Off Sticky Inflation

Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.

Schwab Market Perspective

Our point of view on recent market and economic activity.

Schwab Market Update
Schwab Market Update Podcast

Trump Meeting with Xi, Retail Sales on Deck Today

Investors might be focused on any trade news coming out of the U.S. meeting with China, as well as any progress addressing the war. April retail sales could reflect rising prices.

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Bond Insights

Preferreds Might Offer Value Amid Volatility

Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.

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Washington Watch

Washington: What to Watch Now

Kevin Warsh set to be confirmed as the next Fed chair, Senate committee meets to consider the CLARITY Act, President Trump heads to China, and the gerrymandering wars heat up.

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Can AI Continue to Drive Emerging Market Stocks?

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

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On Investing

Concentration Risk Meets Diversification Reality

Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.

Market Snapshot | May 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.