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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.


US Market Commentary

On Investing with Kathy Jones & Liz Ann Sonders

How Will Tariffs & Debt Affect the Economy?

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
June 6, 2025

Schwab Market Update

Equity futures jumped early on job gains of 139,000, though the government's March and April reports were revised downward. Apple's annual developers conference is next week.
June 6, 2025
Couple walking in the rain under an umbrella

Fixed Income Outlook: Cool and Cloudy

Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
June 4, 2025
Graphic showing liquid labelled 1% of market cap pouring from a bucket labelled Top 10 S&P 500 stocks into a teacup labelled Top 10 MSCI EAFE stocks +7.5% Market Cap, with the caption "Why a small shift from U.S. to international Stocks could make a big splash."

2025 Mid-Year Outlook: Global Stocks and Economy

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
June 2, 2025
globe on a tabletop

Are Tariffs Over? Court Ruling Isn't the End

Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
May 30, 2025

No Hard Feelings: Soft vs. Hard Divide Persists

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
May 27, 2025
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Understanding Share Classes

A look at the differences between stock share classes—and why they matter.
May 27, 2025

Nvidia on Deck with Tariffs, Blackwell Sales Eyed

Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
May 27, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
May 26, 2025

Data Decoder: Deciphering Messages in Key Reports

A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.
May 22, 2025

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
May 19, 2025
International flags

Schwab Market Perspective: The Tariff Effect

Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.
May 16, 2025

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.

May 13, 2025

Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
May 12, 2025
Federal Reserve building

Fed Holds Rates Steady but Warns of Rising Risks

The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
May 7, 2025

Tariffs: Q1 Impacts and Q2 Negotiations

A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
May 5, 2025

"Soft" Data Hits Hard: Why Does Sentiment Matter?

University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
April 30, 2025
world flags

Why Is the U.S. Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
April 28, 2025

Dominoes: Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
April 28, 2025
On Investing with Kathy Jones & Liz Ann Sonders

The State of Rates and the Bond Market During Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.
April 25, 2025

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