Sectors

Read our take on the stock market through a sector lens.

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

Q1 Retail Earnings in Uncertain Year

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

Q1 Tech Earnings Preview: Tariffs Chip Confidence

As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.

Q1 Bank Earnings Preview: Tough Road Seen Ahead

Though first-quarter results for the biggest U.S. banks are expected to be firm overall, the industry faces challenges amid recession worries and slow capital markets demand.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

What's New in Stock Sectors & Corporate Bonds?

Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.

Sector Views: Our Stock Sector Outlook

Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.

The Potential Winners and Losers of Higher Interest Rates

A look at who benefits and who suffers when the Federal Reserve raises interest rates.