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 AI Glow-Up of Emerging Markets
Forget oil and copper—today’s "Emerging Markets" are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history.
February 27, 2026
Weekly Trader's Outlook
Major indices are on track for modest losses as investors navigate concerns around AI disruption, private credit, and geopolitics.
February 27, 2026
The Fed's Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27, 2026
Inflation Data Front and Center After Tech Tumble
January PPI could be a road sign for the Fed, and the broader market is barely changed this week despite Thursday's Nvidia-led sell off in tech. Next week is packed with jobs data.
February 27, 2026
Looking to the Futures
May expiration Corn Futures (/ZCK26) staged a late day rally on Thursday settling up roughly +0.34% at $4.43 ½, overcoming a weekly export report surprise.
February 27, 2026
Stocks Sink on Hot December Wholesale Price Data
Inflation appears a lingering issue after the Producer Price Index for December showed wholesale prices rose 0.5%, above expectations, suggesting the next PCE report might be hot.
February 27, 2026
Market Mulls Nvidia Results After Another Rally
Nvidia's results, and to a lesser extent earnings from Salesforce, are the main focus this morning after a tech-led rally to two-week highs yesterday. PPI looms early Friday.
February 26, 2026
Gold vs. Stocks as Inflation Hedge
While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.
February 26, 2026
Nvidia Results Ahead, with Software Also in Focus
Nvidia results after the close dominate the news cycle barring outside events. Salesforce also reports this afternoon following a revival for software stocks in yesterday's rally.
February 25, 2026
Trade in Focus but Earnings Could Take Spotlight
After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home Depot. Nvidia looms Wednesday.
February 24, 2026
Less Magnificent: Why Mega-Caps Limp Post-Results
Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
February 24, 2026
Tariff Drama, Upcoming Nvidia Earnings in Focus
A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed speakers are in focus this week.
February 23, 2026
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
February 12, 2026
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026
Trading Psychology: Recovering From Big Losses
A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
February 6, 2026
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