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.
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Fixed Income
Why the Dollar May Hold Up
A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.
Markets and Economy
Stocks Up Early on CPI Data
Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
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.
Markets and Economy
CPI, Fed Headline Week Ahead
Facing a week packed with data, Schwab's Kevin Gordon discusses Tuesday's CPI report, Fed Chairman Warsh's first testimony to Congress, and retail sales in the latest Week Ahead.
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.
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
CPI, Fed Headline Week Ahead
Facing a week packed with data, Schwab's Kevin Gordon discusses Tuesday's CPI report, Fed Chairman Warsh's first testimony to Congress, and retail sales in the latest Week Ahead.
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
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.
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?
Fixed income
Insights on the latest developments in fixed income and currency markets
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Fixed Income
Why the Dollar May Hold Up
A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.
Fixed Income
Muni Bonds and Extreme Weather
Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.
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?
