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
A look at the latest developments in Washington, from Trump Accounts and SEC vacancies to retirement plans and the approaching midterm elections.
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
Markets and Economy
CPI Data Ahead | Week Ahead
Inflation expectations hit their highest point since May 2023; Kevin Gordon looks at what this means for real-world prices in the Week Ahead.
Fixed Income
Fed Hikes and Your Portfolio
Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.
Nela Richardson on Jobs Data
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
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 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
CPI Data Ahead | Week Ahead
Inflation expectations hit their highest point since May 2023; Kevin Gordon looks at what this means for real-world prices in the Week Ahead.
Nela Richardson on Jobs Data
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
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.
International stocks and economy
Our take on crosscurrents affecting international equities
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
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.
Fixed income
Insights on the latest developments in fixed income and currency markets
Fixed Income
Fed Hikes and Your Portfolio
Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.
Nela Richardson on Jobs Data
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
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.
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?