Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Government Policy
Washington: What to Watch Now
House passes bill to avoid government shutdown, two new members set to join the House, Fed chair speech boosts rate hike possibility, and national debt hits $40 trillion.
Markets and Economy
Jobs: Up or Down | Week Ahead
With job openings, layoff announcements, and nonfarm payrolls all out this week, Schwab's Kevin Gordon breaks down what he's looking at in labor in his look at the Week Ahead.
The Bond Market Strikes Back
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
Fixed Income
High-Yield Munis: What to Know
High-yield municipal bonds might be worth consideration by investors in higher tax brackets who are comfortable taking added risks.
Government Policy
2026 Midterms and the Markets
The 2026 midterms could reshape control of Congress, raising the odds of divided government and near-term market volatility, but investors should stay focused on long-term goals.
US
America's New Debt Reality
U.S. debt may not be at an immediate breaking point, but persistent deficits, higher rates, and rising interest costs are narrowing fiscal space and market tolerance.
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
Jobs: Up or Down | Week Ahead
With job openings, layoff announcements, and nonfarm payrolls all out this week, Schwab's Kevin Gordon breaks down what he's looking at in labor in his look at the Week Ahead.
The Bond Market Strikes Back
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
Has the Fed Accepted 3% Inflation?
Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
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.
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.
International
Diversification, Concentration
Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.
International
The Global Earnings Boom
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
Fixed income
Insights on the latest developments in fixed income and currency markets
The Bond Market Strikes Back
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
Has the Fed Accepted 3% Inflation?
Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.
Fixed Income
High-Yield Munis: What to Know
High-yield municipal bonds might be worth consideration by investors in higher tax brackets who are comfortable taking added risks.
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.
Government affairs
Our take on policy decisions that may affect markets and investments
Washington Keeps Working
There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?
