Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Government Policy
Democrats' Win: 6 Takeaways
Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.
Markets and Economy
The Wage Squeeze | Week Ahead
Slower pay growth tames inflation, but falling real income is squeezing workers even as the labor market holds strong. Kevin Gordon examines the trend in the Week Ahead.
The Fed Holds, but the Pressure Builds
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
US
Equity Factors Explained
Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.
Markets and Economy
Fed Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
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
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Markets and Economy
The Wage Squeeze | Week Ahead
Slower pay growth tames inflation, but falling real income is squeezing workers even as the labor market holds strong. Kevin Gordon examines the trend in the Week Ahead.
The Fed Holds, but the Pressure Builds
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
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
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
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.
Fixed income
Insights on the latest developments in fixed income and currency markets
The Fed Holds, but the Pressure Builds
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
Retirement Income
Creating a Retirement Paycheck
From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.
Markets and Economy
Fed Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Can Bonds Still Do Their Job?
Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.
Government affairs
Our take on policy decisions that may affect markets and investments
Think Like the Markets
Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
