Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
Fed Hikes in 12-0 Vote
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.
Fixed Income
Are Munis Still Worth It?
Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.
Government Policy
Washington: What to Watch Now
Markets await a possible Fed rate hike as Congress weighs Trump's dividend proposal, a limited fall session, and a Senate vote on crypto regulation.
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
Rate Hike Ahead? | Week Ahead
With little other macroeconomic data on the horizon this week, the FOMC will take center stage. Schwab's Kevin Gordon examines past hike cycles in his look at the Week Ahead.
Housing's Demographic Reckoning
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
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
Rate Hike Ahead? | Week Ahead
With little other macroeconomic data on the horizon this week, the FOMC will take center stage. Schwab's Kevin Gordon examines past hike cycles in his look at the Week Ahead.
Housing's Demographic Reckoning
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
US
Take a Hike
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
International stocks and economy
Our take on crosscurrents affecting international equities
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
Schwab Market Perspective
Our point of view on recent market and economic activity.
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.
International
Diversification, Concentration
Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.
Fixed income
Insights on the latest developments in fixed income and currency markets
Markets and Economy
Fed Hikes in 12-0 Vote
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.
Fixed Income
Are Munis Still Worth It?
Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.
Cash
How to Manage Cash by Goal
Organize your cash into three buckets—expenses and bill pay, an emergency fund, and future opportunities—so each dollar has a job and you stay ready for what life brings.
Housing's Demographic Reckoning
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.
Government affairs
Our take on policy decisions that may affect markets and investments
Washington Keeps Working
There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?
