Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Midterms & Your Portfolio
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?
US
AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
Markets and Economy
Soft & Hard Data | Week Ahead
Consumer sentiment indicates a level of pain not matched in hard data. Schwab's Kevin Gordon looks at the divergence ahead of the consumer sentiment report in the Week Ahead.
Eric Liu on Investor Positioning
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
Government Policy
Washington: What to Watch Now
Congress wraps up before the midterms as lawmakers weigh data center and stock-trading bills, and the SEC considers e-delivery and will start operating with just two commissioners.
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.
US
AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
Markets and Economy
Soft & Hard Data | Week Ahead
Consumer sentiment indicates a level of pain not matched in hard data. Schwab's Kevin Gordon looks at the divergence ahead of the consumer sentiment report in the Week Ahead.
Eric Liu on Investor Positioning
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
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
Reconsidering European Stocks
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
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.
Fixed income
Insights on the latest developments in fixed income and currency markets
Eric Liu on Investor Positioning
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
What Record Highs Might Hide
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
Fixed Income
Fed Hikes & Treasury Yields
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Government affairs
Our take on policy decisions that may affect markets and investments
Midterms & Your Portfolio
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?