Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Inflation, Oil, and Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026

Stocks Down, Yields Up

Stocks resumed their descent, on track for a fourth straight losing week despite oil falling on U.S. efforts to re-open the strait. Treasury yields rose as rate cut odds dried up.

March 20, 2026


War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

March 18, 2026

Fed Keeps Rates Steady

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

March 18, 2026

Washington: What to Watch Now

Investigation of Federal Reserve chair hits an obstacle, while the Department of Homeland Security remains shut down amid funding standoff.

March 17, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Trading

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
March 20, 2026
Joe Mazzola

Today's Options Market Update

Joe Mazzola
March 20, 2026
Quin Fields

Looking to the Futures

Quin B. Fields
March 20, 2026

US stocks and economy

Our perspective on what's driving U.S. equity markets

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

March 12, 2026

Inflation, Oil, and Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026

War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

March 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

International stocks and economy

 Our take on crosscurrents affecting international equities

Iran: Gauging Market Impact

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

March 13, 2026 Michelle Gibley • Chris Ferrarone

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Geopolitical Risk is Evolving

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

February 09, 2026

EM: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

January 12, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Inflation, Oil, and Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026 Liz Ann Sonders • Collin Martin

Fed Keeps Rates Steady

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

March 18, 2026

Are Municipal Bonds Tax Free?

Although municipal bonds pay interest that is generally exempt from federal and state income taxes, it's not always free from all taxes.

March 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Headline Drama vs. Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?

January 29, 2026 Michael Townsend