Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
Housing in Focus | Week Ahead
Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
US
Panic Is Not a Strategy
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
Fixed Income
Corporate Bonds & Preferreds
Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.
Government Policy
Washington: What to Watch Now
A look at the latest developments in Washington, from Trump Accounts and SEC vacancies to retirement plans and the approaching midterm elections.
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
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
Housing in Focus | Week Ahead
Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Who's Financing the AI Boom?
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
International stocks and economy
Our take on crosscurrents affecting international equities
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.
Markets and Economy
Geopolitical Uncertainty
Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.
Fixed income
Insights on the latest developments in fixed income and currency markets
Who's Financing the AI Boom?
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Fixed Income
Corporate Bonds & Preferreds
Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.
Fixed Income
Fed Hikes and Your Portfolio
Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.
Government affairs
Our take on policy decisions that may affect markets and investments
Midterms & Your Portfolio
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?
