Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
Stocks Up Early on Iran Talks
The new Fed chairman is expected to take office today facing an ongoing conflict in the Middle East, which has fueled inflation. Major indexes are poised for a positive week.
Digital Stock Market Is Coming
Tokenization is often associated with cryptocurrency, but now Wall Street is looking to tokenize stocks. What do investors need to know about a digital stock market?
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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
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.
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
Schwab Market Perspective
Our point of view on recent market and economic activity.
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.
International stocks and economy
Our take on crosscurrents affecting international equities
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
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?
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
Schwab Market Perspective
Our point of view on recent market and economic activity.
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.
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
Digital Stock Market Is Coming
Tokenization is often associated with cryptocurrency, but now Wall Street is looking to tokenize stocks. What do investors need to know about a digital stock market?