Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
US
Panic Is Not a Strategy
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
Markets and Economy
PPI Surged in September
The core Producer Price Index had its biggest gain in four years, sending stocks down early, while yields fell sharply. A 1.3% increase for headline PPI was the second most ever.
Company Earnings
Q3 2026 Bank Earnings Ahead
Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
International
Rising Rates & Global Equities
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
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
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.
Trading
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.
US
Panic Is Not a Strategy
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
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.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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.
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
Bonds or Bond Funds?
Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
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?