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
Fed Meeting, Job Openings, Oracle Pack a Busy Week
This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.
December 8, 2025
2026 Outlook: International Stocks and Economy
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
December 8, 2025
Fed Week Begins with Stocks, Yields Both Higher
With the Fed expected to lower rates again Wednesday, major indexes inched up this morning, but so did Treasury yields and volatility. Tech drove early gains.
December 8, 2025
Looking to the Futures
Crude oil futures (/CLF26) rallied to end the week after hopes for a peace agreement between Ukraine and Russia diminished.
December 8, 2025
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
December 5, 2025
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
December 5, 2025
Weekly Trader's Outlook
Equity markets have remained largely unchanged this week as investors anticipate guidance from the upcoming Federal Open Market Committee (FOMC) meeting.
December 5, 2025
Waiting Game as PCE Inflation Loom Soon After Open
Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks before next week's Fed decision.
December 5, 2025
New Batch of Jobs Data Next After Surprise Drop
Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.
December 4, 2025
2026 Outlook: Treasury Bonds and Fixed Income
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
December 3, 2025
Economic Moats: Why They Matter
Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.
December 3, 2025
Salesforce, Macy's, Crypto, and ADP Jobs in Focus
Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.
December 3, 2025
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
December 2, 2025
Tech Results Ahead as Sentiment, Crypto Moves Eyed
Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role after denting sentiment Monday.
December 2, 2025
Are Transports Losing Their Barometer Status?
Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?
November 24, 2025
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
November 24, 2025
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
November 21, 2025
Exchange-Traded Notes: The Facts and the Risks
Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as exchange-traded funds (ETFs), and they carry some important risks for investors.
November 20, 2025
Investors Eyeing Big Issues as Washington Reopens
As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
November 20, 2025
Nvidia Earnings Ahead: AI Demand, Margins In-Focus
Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.
November 17, 2025
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