Market Commentary

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

The latest commentary

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

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


Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

March 13, 2026

Stocks Up On PCE Data, Oil

The January Personal Consumption Expenditures price index rose in line with expectations, while two economic reports arrive after the open. Nvidia's tech conference starts Monday.

March 13, 2026

Iran: Potential Bond Impact

Volatility spiked as investors questioned the Federal Reserve's next move, adding to existing concerns about private credit markets. Here's why investors shouldn't overreact.

March 11, 2026

Will the Dollar Be Dethroned?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

March 06, 2026

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
March 13, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
March 13, 2026
Stock Graph

Looking to the Futures

Tom Essig
March 13, 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

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Kathy Jones' Market Lessons

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

March 06, 2026

Fire Below Indexes

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

March 04, 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

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Iran: Potential Bond Impact

Volatility spiked as investors questioned the Federal Reserve's next move, adding to existing concerns about private credit markets. Here's why investors shouldn't overreact.

March 11, 2026

Kathy Jones' Market Lessons

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

March 06, 2026

Who Owns Treasury Bonds?

How private investors are influencing U.S. Treasury markets, and what it could mean for fixed income investors.

March 06, 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