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
More Misery for Tech as Amazon, Intel Disappoint
Tech, hit yesterday by Alphabet and ServiceNow, could face new pressure today on weak showings by Amazon and Intel. Amazon's results missed and Intel's guidance disappointed.
October 30, 2026
Running Scared: Amazon, Intel Put Tech on Defense
AI and chip-related stocks plunged again after Amazon's poor results and Intel's weak outlook sent those shares to sharp losses. Staples and Treasuries rose in a defensive move.
October 30, 2026
Market Mulls Alphabet, Microsoft, Fed Before PCE
Investors face a full plate today, mulling the Fed pause along with strong Microsoft and weak Alphabet results. The PCE and GDP reports are due early today, with Amazon later.
October 29, 2026
Divided Fed Chooses Patience, Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
October 28, 2026
Fed Decision, Microsoft and Alphabet Results Ahead
A key day of the quarter is here as the Fed decides on rates and investors await Microsoft and Alphabet results after the close, focused on cloud growth. No rate hike is expected.
October 28, 2026
Earnings Calendar Accelerates, Fed Meeting Begins
As the Fed begins its two-day meeting, earnings start pouring in as one-third of S&P 500 firms report this week. Boeing, Visa, and Corning go today, and new home sales data is due.
October 27, 2026
Investors Seek Safety Amid AI Sell-Off, Oil Surge
Investors sought safety in Treasuries this week as crude prices surged and AI-linked stocks sold off. Yields and earnings remain in focus as central banks meet next week.
October 23, 2026
Skip the Midterm Noise—Think Like the Markets
Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
October 22, 2026
Q3 Tech Earnings Preview: Can AI Save the Day?
Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.
October 20, 2026
After Messy Week of AI Selling, Key Earnings Loom
Earnings accelerate this week with a host of companies including Meta Platforms and Tesla. Last week was the worst since June for the Nasdaq as debt fears sent AI stocks reeling.
October 19, 2026
Schwab Market Perspective
Our point of view on recent market and economic activity.
October 16, 2026
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
October 15, 2026
How Do Rising Rates Impact Global Equities?
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
October 12, 2026
Q3 Bank Earnings: Muddier Waters to Navigate
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.
October 12, 2026
Midterms: Policy, Politics & 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?
October 8, 2026
Inside Job(s): 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.
October 7, 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
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
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
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
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