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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.

Mixed Emotions: Sentiment Telling Divergent Stories
Market Commentary

Mixed Emotions: Sentiment Telling Divergent Stories

by Liz Ann Sonders
October 19, 2020
Investor sentiment is telling a mixed story about the market’s ascent since the March low; begging the question, will the skeptics converge with the optimists?
Schwab Market Perspective: Turning to Earnings Season
Market Commentary

Schwab Market Perspective: Turning to Earnings Season

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
October 16, 2020
Actual third-quarter earnings may be less important than what business leaders say about their expectations.
Global Impact of a “Blue Wave” Election Outcome
Market Commentary

Global Impact of a “Blue Wave” Election Outcome

by Jeffrey Kleintop
October 12, 2020
The potential economic and market impacts a “Blue Wave” for the U.S. election could have on five key areas: taxes, labor, the environment, oil and trade.
Election Blues: Looking at Election History for Market Guidance
Market Commentary

Election Blues: Looking at Election History for Market Guidance

by Liz Ann Sonders
October 5, 2020
With investors already on edge regarding election uncertainty, an “October surprise” arrives yet again. Can history provide some guidance on how elections impact markets?
Risk of Second Wave of COVID-19 Lockdowns
Market Commentary

Risk of Second Wave of COVID-19 Lockdowns

by Jeffrey Kleintop
September 28, 2020
The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks.
Unwind: Simple Rotation or Something More Sinister?
Market Commentary

Unwind: Simple Rotation or Something More Sinister?

by Liz Ann Sonders
September 21, 2020
Since the early-September all-time market high, a rotation from the prior leaders to more classically-cyclical sectors has been underway; but macro support is not fully evident.
Inflation Blues: Fed Keeps Rates Near-Zero, Officially Adopts Average Inflation Targeting
Market Commentary

Inflation Blues: Fed Keeps Rates Near-Zero, Officially Adopts Average Inflation Targeting

by Liz Ann Sonders
September 16, 2020
Fed maintained rates at near-zero, while also updating its summary of economic projections; now expecting a shallower economic contraction, but a slower recovery thereafter.
Brexit Is Back: The Endgame For Investors
Market Commentary

Brexit Is Back: The Endgame For Investors

by Jeffrey Kleintop
September 14, 2020
The risk of a “no deal” Brexit and the potential economic harm that accompanies it increased last week.
Crossroads: Shifting Tides in Stock and Labor Markets
Market Commentary

Crossroads: Shifting Tides in Stock and Labor Markets

by Liz Ann Sonders
September 8, 2020
The stock market rotation continues; while the latest data on the health of the labor market was mixed (brightened by strong productivity).
Stock Market “Inequality” Hides A Big Change
Market Commentary

Stock Market “Inequality” Hides A Big Change

by Jeffrey Kleintop
August 31, 2020
The recent imbalances in the stock market can lead to vulnerability; rebalancing portfolios may be valuable to help balance exposure to U.S. capitalization-weighted benchmarks relative to international stocks.
High Hopes: S&P 500 Hits All-Time High Amid Pandemic/Recession
Market Commentary

High Hopes: S&P 500 Hits All-Time High Amid Pandemic/Recession

by Liz Ann Sonders
August 24, 2020
In a speedy round-trip, the S&P 500 hit an all-time high last week; meaning the rally since March is now an “official” bull market.
Confidence Is Everything: 3 Things May Shake It
Market Commentary

Confidence Is Everything: 3 Things May Shake It

by Jeffrey Kleintop
August 17, 2020
Confidence matters; faith in a brighter future drives risk taking, fueling growth through investment and consumption.
Another Tricky Day: Dissecting July’s Labor Market Report
Market Commentary

Another Tricky Day: Dissecting July’s Labor Market Report

by Liz Ann Sonders
August 10, 2020
The July labor market report had talking points for both the economic bulls and bears; with Congress on the hot seat to keep the recovery from faltering.
Market Commentary

How Have Recent Developments Impacted Long-Term Returns?

by Jeffrey Kleintop
August 3, 2020
Let’s take a look at how recent developments may have impacted long-term returns for stock market investors.
Stocks Rebounding as Fully-Loaded Week Commences
Market Commentary

Running on Faith: Are Stocks Discounting Too Powerful an Earnings Recovery?

by Liz Ann Sonders
July 27, 2020
Earnings have so far bested an extremely low bar, but stocks may be discounting too swift a recovery; while concentration remains a risk.
Stock Market Reaction to Expiring COVID-19 Programs
Market Commentary

Stock Market Reaction to Expiring COVID-19 Programs

by Jeffrey Kleintop
July 20, 2020
If not extended or replaced, the fading support for the unemployed raises the risk of weakening economic momentum, turning the V-shaped recovery into a W.
Market Commentary

All Right Now: But a Long Way to Go to Recover

by Liz Ann Sonders
July 13, 2020
Rate of change and inflection points in economic data drive stocks; but in these unique times, the level of said data needs to be considered, too.
Making Sense Of The Market (And Where We Can’t)
Market Commentary

Making Sense Of The Market (And Where We Can’t)

by Jeffrey Kleintop
July 6, 2020
In order to help try to make sense of it all, let’s take a look at where the stock market makes sense right now and where it doesn’t.
What A COVID-19 Second Wave Means For Investors
Market Commentary

What A COVID-19 Second Wave Means For Investors

by Jeffrey Kleintop
June 23, 2020
A second wave of global COVID-19 is getting a lot of media attention, but the appearance of a global second wave of cases is primarily driven by the different timing of first waves across countries—rather than second waves within countries.
2020 Mid-Year Outlook: U.S. Stocks and Economy
Market Commentary

2020 Mid-Year Outlook: U.S. Stocks and Economy

by Liz Ann Sonders
June 15, 2020
The divergence between the stock market and economy has characterized the past few months; with a convergence possible in the second half of the year.

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