Market Commentary

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Market Commentary

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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.

Market Outlook

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

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How Macro Forces Shape Credit Markets (With Winnie Cisar)

Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.

Schwab Market Update
Schwab Market Update

May Starts Merrily on Apple Earnings, Peace Hopes

News reports said Iran shared a new proposal to end the conflict, helping the market reverse early losses after a hot April. Stocks also got aided by Apple after results impressed.

A Dream of Spring Amid Crypto Winter

While it may be too early for a very bullish perspective on the crypto market, even in the depths of winter there is always a dream of spring on the horizon.

Q1 Tech Earnings Preview: A Tale of Two Cities

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.