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Experts offer their insights on the U.S. and global markets.

Successful investing begins with being informed. Read the insights of top Schwab professionals and keep up with the daily flux of the stock market.


US Market Commentary

The Schwab Market Update weekly digest offers a summary of news items from the past week.

Stocks Stall as Yields, Hike Odds Climb

Stocks grind sideways as October hike odds rise, Treasury auctions clear at multi-year high yields, labor data shows early tightening signs, and bitcoin breaks key levels.
September 25, 2026
Schwab Market Update

Yields, China, Iran All in Focus as Weekend Nears

Investors are watching Trump's meeting with Xi, checking for fresh reports of Middle East progress, and keeping a close eye on Treasury yields. Consumer sentiment looms.
September 25, 2026
Schwab Market Update: Nozzles on a gas pump.

Stocks Up on Oil, Yields, Tracking for Weekly Rise

Falling oil prices spurred by hopes for Middle East progress lifted stocks, while yields remain elevated but below overnight peaks. Consumer sentiment data looms after the open.
September 25, 2026
Schwab Market Update

China Meeting Center Stage, Yields Grab Spotlight

U.S. and Chinese leaders meet today to discuss trade and oil, but the dramatic rally in yields this week may overshadow the event. Costco reports later, and new home sales are due.
September 24, 2026
Schwab Market Update

Oil in Focus as Iran Addresses UN, Following Trump

President Trump threatened Iran in a speech at the UN yesterday, and Iran's president follows today. Tomorrow Trump meets with Chinese leader Xi. All this puts oil center stage.
September 23, 2026
Schwab Market Update

Oil, Yields In Focus Amid Geopolitical Uncertainty

Stocks rose Monday as AI shares surged after oil prices and Treasury yields retreated. Iran peace efforts and a Trump-Xi meeting are in focus this week amid a light earnings slate.
September 22, 2026
Schwab Market Update

Fed Speakers, Trump/Xi Meeting Dominate Week Ahead

Highlights this week include a host of Fed speakers who might provide more insight into last week's rate hike. Trump meets with Xi on Thursday, putting trade in focus.
September 21, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
September 18, 2026

Fed Hikes in 12-0 Vote, Commits to Inflation Fight

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.
September 16, 2026

European Stocks: Reasons to Reconsider

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
September 14, 2026

Take a Hike: Rate Hikes and Market Impacts

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
September 9, 2026
A multi-colored illustration of different line graphs undulating back and forth, but generally pointing higher, along the same scale.

The MOVE Index and Why It Might Matter

The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.
September 9, 2026

Buy, Hold, Sell: What Analyst Stock Ratings Mean

Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.
September 8, 2026
An illustration of a woman blowing a huge bubble containing a dollar sign.

What Is a Market Bubble?

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 3, 2026

Songs of Experience: 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 3, 2026
Cartoon illustration of a soft pillow gradually falling through the air but making a sudden, hard collision with the ground upon landing.

Hard-Hitting 'Soft' Data: Why Surveys Matter

'Soft' reports like sentiment and confidence don't reflect 'hard' data like GDP or CPI. Still, they can affect markets and come with various strengths and weaknesses to consider.
August 25, 2026
A cartoon image of a globe, with a keyhole in Europe, being approached by a large metal key.

ADRs Walk and Talk Like S&P 500 Stocks, but Aren't

Some of the largest tech stocks aren't traded on the S&P 500, though they trade on U.S. markets and affect Wall Street sentiment. ADRs are familiar stocks with unfamiliar pedigrees.
August 19, 2026

Geopolitical Uncertainty and Your Portfolio

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
Image of a "shell game: with ball and cups

Bonds vs. Bond Funds: Which is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
August 13, 2026
Two traders in suits standing next to one very large trader in a suit, representing a large trader who would be required to comply with large trader reporting requirements.

The Large Trader Rule: What Clients Need to Know

The Large Trader Rule requires traders whose transactions hit certain thresholds to register with the SEC and meet ongoing compliance requirements. Here's how to remain compliant.
August 12, 2026

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