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
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
U.S. Stocks Mid-Year Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
International
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Markets and Economy
Stocks Buoyed by Peace Hopes
The U.S. and Iran agreed to a peace deal that would end the U.S. blockade of Iran's oil and open the Strait of Hormuz. Stocks rallied in response.
Midyear Outlook: Equities & Bonds
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
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
The Warsh Fed | Week Ahead
Kevin Warsh heads to Washington for his first meeting as chair of the Federal Reserve. What should investors expect? SCFR's Kevin Gordon looks to the week ahead.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Midyear Outlook: Equities & Bonds
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
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
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
International
AI and 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?
International
Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Fixed income
Insights on the latest developments in fixed income and currency markets
Midyear Outlook: Equities & Bonds
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
IPOs and the Fed Backdrop
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Government affairs
Our take on policy decisions that may affect markets and investments
Bad Vibes vs. Bull Market
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
