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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

Schwab Market Update

New Batch of Jobs Data Next After Surprise Drop

Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.
December 4, 2025
Schwab Market Update

Stocks Waver After Data Paint Mixed Jobs Picture

In a riddle for the Fed, layoffs rose in November but weekly jobless claims fell to three-year lows. Stocks were flat ahead of Friday's PCE prices data and next week's Fed meeting.
December 4, 2025

Looking to the Futures

Live Cattle Futures (/LEZ25) are trading slightly down this Wednesday morning at 218.05 after opening the day at 218.4. However, the beef market is showing some signs of strength as we pull back from the low set last week on November 25th at 204.55.
December 4, 2025

2026 Outlook: Treasury Bonds and Fixed Income

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
December 3, 2025
Schwab Market Update

Salesforce, Macy's, Crypto, and ADP Jobs in Focus

Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.
December 3, 2025
An office building surrounded by a water-filled moat and a maze.

Economic Moats: Why They Matter

Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.
December 3, 2025
Schwab Market Update

Tech Results Ahead as Sentiment, Crypto Moves Eyed

Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role after denting sentiment Monday.
December 2, 2025
An image showing a computer with AI-related imagery attached to a power grid.

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
December 2, 2025
Schwab Market Update

Blast of Data Starts Month Following Mixed November

Data this week touch on manufacturing, inflation, and jobs. The Fed is quiet ahead of next week's meeting, and stocks had a mixed November highlighted by strong late-month gains.
December 1, 2025
Schwab Market Update

Stocks Face Short Day with SPX Near Even for Month

The four-day rally has the S&P 500 near even for November after being down 5% just last week. Risk-on sentiment appears back, though a 1 p.m. ET close could mean light trading.
November 28, 2025

Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
November 24, 2025

Are Transports Losing Their Barometer Status?

Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?
November 24, 2025
On Investing logo

The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
November 21, 2025

Weekly Trader's Outlook

Stocks bounce back today on improved rate cut hopes but remain on track for weekly losses. Promises of AI profits remain under investor scrutiny, despite robust Nvidia earnings.
November 21, 2025

Exchange-Traded Notes: The Facts and the Risks

Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as exchange-traded funds (ETFs), and they carry some important risks for investors.
November 20, 2025
WashingtonWise: A Podcast for Investors

Investors Eyeing Big Issues as Washington Reopens

As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
November 20, 2025

Nvidia Earnings Ahead: AI Demand, Margins In-Focus

Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.
November 17, 2025
railroad crossing intersections

Schwab's Market Perspective: Looking for Direction

While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.
November 14, 2025

Q3 Retail Earnings Preview: Consumer Mood Darkens

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.
November 13, 2025

Market Snapshot | November 2025

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
November 12, 2025

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