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

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

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

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

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

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

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

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

Can You Really Live on a Cruise?

Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
November 12, 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

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
November 10, 2025

Using Bonds Wisely in a Bull Market for Equities

The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?
November 6, 2025

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
November 3, 2025

3 Ways to Navigate Mega-Cap Concentration Risks

Mega-cap concentration in the S&P 500 index recently reached its highest level in more than 35 years. Is your portfolio prepared for the related concentration risks?
October 30, 2025

How Well Do You Know Market Cap?

Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
October 29, 2025

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
October 29, 2025

Round Lots Regulatory Changes

New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.
October 28, 2025

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
October 27, 2025

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
October 27, 2025

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
October 20, 2025

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