Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Company Earnings
Q3 Tech Earnings Preview 2
Chip, software, and cybersecurity stocks headline the next wave of tech earnings. Here's what investors should watch as the AI trade wavers and spending growth slows.
International
AI Scenarios and Signposts
The AI innovation cycle is early stage and investment is surging, with uncertain outcomes. Four scenarios and key signposts can help investors assess how the AI cycle may evolve.
Markets and Economy
A Gap in CPI | Week Ahead
Lingering effects of the 2025 government shutdown have left CPI without a key component of inflation data. Kevin Gordon examines in the Week Ahead.
Investment Wisdom
Jenny Harrington and Rebecca Patterson join Liz Ann to share practical investing wisdom and the story behind their new book on financial literacy.
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Government Policy
Democrats' Win: 6 Takeaways
Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Markets and Economy
A Gap in CPI | Week Ahead
Lingering effects of the 2025 government shutdown have left CPI without a key component of inflation data. Kevin Gordon examines in the Week Ahead.
Investment Wisdom
Jenny Harrington and Rebecca Patterson join Liz Ann to share practical investing wisdom and the story behind their new book on financial literacy.
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
International stocks and economy
Our take on crosscurrents affecting international equities
International
AI Scenarios and Signposts
The AI innovation cycle is early stage and investment is surging, with uncertain outcomes. Four scenarios and key signposts can help investors assess how the AI cycle may evolve.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
International
Reconsidering European Stocks
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
Fixed income
Insights on the latest developments in fixed income and currency markets
Investment Wisdom
Jenny Harrington and Rebecca Patterson join Liz Ann to share practical investing wisdom and the story behind their new book on financial literacy.
The Fed Holds, but the Pressure Builds
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
Retirement Income
Creating a Retirement Paycheck
From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.
Markets and Economy
Fed Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Government affairs
Our take on policy decisions that may affect markets and investments
Think Like the Markets
Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
