Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
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?
Markets and Economy
Fed Leaves Rates Unchanged
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
Markets and Economy
The Fed & Rates | Week Ahead
Schwab's Kevin Gordon examines the decision the Fed faces in the latest Week Ahead: Whether or not to hike the federal funds rate based on employment and inflation data.
Government Policy
Washington: What to Watch Now
Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.
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.
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 Fed & Rates | Week Ahead
Schwab's Kevin Gordon examines the decision the Fed faces in the latest Week Ahead: Whether or not to hike the federal funds rate based on employment and inflation data.
AI Concentration & Rebalancing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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
Fixed Income
Muni Below Par? What to Know
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Markets and Economy
Fed Leaves Rates Unchanged
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
AI Concentration & Rebalancing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Fixed Income
Choosing Out-of-State Munis
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
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?