Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
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.
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?
Fixed Income
Higher Yields & Retirement
Higher bond yields may offer retirees more income potential, but a diversified approach that balances income, risk, and spending needs remains important.
Markets and Economy
Housing in Focus | Week Ahead
Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
US
Panic Is Not a Strategy
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
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.
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.
Markets and Economy
Housing in Focus | Week Ahead
Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.
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
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
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.
Fixed Income
Higher Yields & Retirement
Higher bond yields may offer retirees more income potential, but a diversified approach that balances income, risk, and spending needs remains important.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Who's Financing the AI Boom?
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
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?