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
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
Weak Jobs Data Lift Rate Cut Hopes as Stocks Climb
Stocks rose and yields fell early, with stocks holding gains after ADP reported November job losses of 32,000. Fed rate cut hopes hit 90% on this new sign of economic softness.
December 3, 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
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
Looking to the Futures
Japanese Yen (/6J) Futures rose as speculation mounts that the Bank of Japan (BOJ) may tighten monetary policy
December 2, 2025
Blast of Data Starts Month Following Mixed November
Data this week touch on manufacturing, inflation, and jobs. The Fed is quiet ahead of next week's meeting, and stocks had a mixed November highlighted by strong late-month gains.
December 1, 2025
Stocks Face Short Day with SPX Near Even for Month
The four-day rally has the S&P 500 near even for November after being down 5% just last week. Risk-on sentiment appears back, though a 1 p.m. ET close could mean light trading.
November 28, 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
Weekly Trader's Outlook
Stocks bounce back today on improved rate cut hopes but remain on track for weekly losses. Promises of AI profits remain under investor scrutiny, despite robust Nvidia earnings.
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 Tops Consensus, Investors Await Jobs Data
Nvidia initially rose overnight after reporting a 62% year-over-year revenue rise and exceeding consensus on earnings and guidance. September jobs data and Walmart are up next.
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
Schwab's Market Perspective: Looking for Direction
While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.
November 14, 2025
Q3 Retail Earnings Preview: Consumer Mood Darkens
Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.
November 13, 2025
Can You Really Live on a Cruise?
Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
November 12, 2025
Market Snapshot | November 2025
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
November 12, 2025
Desert Song: Relying on Alt Data for Economic Pulse
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
November 10, 2025
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