Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Stocks Dip Early on Jobs Data

Major indexes fell and yields jumped after the August jobs report showed a gain of 162,000 and revised July's report from negative to positive. Rate hike odds jumped on the data.

September 04, 2026

Market Bubbles Explained

Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.

September 03, 2026


Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

September 03, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026

Bonds or Bond Funds?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

August 13, 2026

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.

August 10, 2026

Trading

Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
September 04, 2026
Jacob Baker

Looking to the Futures

Jacob Baker
September 04, 2026

US stocks and economy

Our perspective on what's driving U.S. equity markets

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

July 09, 2026

Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

September 03, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026

The Way You Make Me Feel

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

August 05, 2026

International stocks and economy

 Our take on crosscurrents affecting international equities

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

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.

August 14, 2026

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.

August 10, 2026

The Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

July 13, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

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.

August 14, 2026 Michelle Gibley • Collin Martin • Michael Townsend

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026

Bonds or Bond Funds?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

August 13, 2026

Fed Leaves Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

July 29, 2026

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?

July 30, 2026 Michael Townsend