Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
International
Geopolitical Fragmentation
Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.
Markets and Economy
Jobs Week | Week Ahead
With jobs data out this week, Schwab's Kevin Gordon looks at what past jobs data have shown and what may be next for the labor market in the Week Ahead.
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.
Fixed Income
Fed Hikes & Treasury Yields
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
What's Behind the Fed's Rate Hike?
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
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
Jobs Week | Week Ahead
With jobs data out this week, Schwab's Kevin Gordon looks at what past jobs data have shown and what may be next for the labor market in the Week Ahead.
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.
What's Behind the Fed's Rate Hike?
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
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
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.
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
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.
Fixed Income
Fed Hikes & Treasury Yields
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
What's Behind the Fed's Rate Hike?
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
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?
