Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Government Policy
Washington: What to Watch Now
The Senate passed $70 billion immigration enforcement funding bill, Capitol Hill struggles to find consensus on how to regulate AI, and the Trump Accounts app is live.
Markets and Economy
Crude, Chips Lift Stocks
Wall Street rose early on support from falling crude oil and another gain for the chip sector after Monday's slight rebound. CPI data looms tomorrow, and yields remain elevated.
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.
Market Volatility
Chip Stocks Fall Sharply
The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.
IPOs and the Fed Backdrop
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
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
Eyes on Inflation | Week Ahead
CPI and PPI inflation data are out this week. Energy is frequently scrutinized, but is AI expenditure broadening the base? SCFR's Kevin Gordon looks at the week ahead.
IPOs and the Fed Backdrop
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Markets and Economy
U.S. Stocks Mid-Year Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
International stocks and economy
Our take on crosscurrents affecting international equities
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.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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?
International
Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Fixed income
Insights on the latest developments in fixed income and currency markets
IPOs and the Fed Backdrop
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Higher for Longer
RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.
Rising Yields Highlight Muni Opportunities
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
Government affairs
Our take on policy decisions that may affect markets and investments
Bad Vibes vs. Bull Market
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
