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
After Rally on Election Rout, Key Jobs Data Looms
Yesterday's rally, driven by consumer-oriented sectors on hopes the election could calm inflation and geopolitical turbulence, precedes Friday's critical nonfarm payrolls report.
November 5, 2026
Tech Pressure Persists but Broader Market Climbs
The rotation out of tech continued early today, drawing fresh tailwinds from Tuesday's dramatic U.S. election that put AI firms on notice. Productivity in Q3 topped estimates.
November 5, 2026
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
November 4, 2026
Election Top of Mind but AMD, AI Results Impress
While Tuesday's U.S. mid-term vote dominates headlines, the tech sector got a boost from strong results reported by Advanced Micro Devices and other AI firms. Arm reports later.
November 4, 2026
Vote Looms with Tech in Retreat, Apple in Focus
U.S. mid-term elections today could give Democrats more control. This comes as tech shares continue to retreat and investors mull results late yesterday from Apple and Palantir.
November 3, 2026
Apple Earnings, Jobs Data In-Focus After Tech Rout
After last Friday's tech-led selloff, markets kick off this week on shaky ground. Earnings from Apple and Palantir will be in focus today, while a slew of jobs reports await.
November 2, 2026
Investors Parse AI Spending in a Choppy Market
Investors punish mega-caps for committing too much cash to AI, GDP tops estimates amid stalled consumer spending, and volatility could continue through next week's midterms.
October 30, 2026
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
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
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
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
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
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
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
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
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
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