Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
International
AI and Emerging Market Stocks
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
Markets and Economy
Stocks Fall as Oil Climbs
Lack of progress on Iran sent oil up 2%, stalling the long rally. This week features key inflation data, a Trump visit to China, and the likely approval of a new Fed chairman.
Markets and Economy
Q1 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
Company Earnings
Q1 Tech Earnings Preview Part 2
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
Markets and Economy
Fed Holds Rates Steady
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
Trading
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Markets and Economy
Q1 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
Debt, Deficits, & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
Markets and Economy
Schwab Market Perspective
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
International stocks and economy
Our take on crosscurrents affecting international equities
International
AI and Emerging Market Stocks
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
Markets and Economy
Schwab Market Perspective
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
International
Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
International
Iran: Relief vs. Resolution
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
Fixed income
Insights on the latest developments in fixed income and currency markets
Markets and Economy
Fed Holds Rates Steady
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
Debt, Deficits, & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
Markets and Economy
Schwab Market Perspective
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
Inflation, Oil & Uncertainty
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
Government affairs
Our take on policy decisions that may affect markets and investments
Headline Drama vs. Your Portfolio
Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
