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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

Walmart, Deere Up Next Ahead of Key Inflation Data

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE and GDP data due early tomorrow.
February 19, 2026
Schwab Market Update

Fed Minutes Loom as Cautious Trading Persists

Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as rallies can't find traction.
February 18, 2026
Schwab Market Update

Nvidia Leads Early Tech Gains Ahead of Fed Minutes

Nvidia led slumping tech stocks to early gains on an expanded chip deal with Meta Platforms. Fed minutes later today could provide insight on rates, and Walmart reports tomorrow.
February 18, 2026

Looking to the Futures

The most valuable precious metal is the highest performer on the year.
February 18, 2026
AI graphic

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026
Schwab Market Update

Short Week Packed with Data as Caution Persists

This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week amid AI-related shakiness.
February 17, 2026
Schwab Market Update

After Another Sell Off, Investors Brace for CPI

Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weekend approaches.
February 13, 2026
On Investing logo

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026
top view of waves crashing on rocks

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.
February 12, 2026

Where Should the Fed Set Rates? Ask Taylor

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026
ocean wave

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026

Trading Psychology: Recovering From Big Losses

A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026
Schwab Market Update

After Head-Spinning Week, Job and CPI Data Awaited

Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.
February 9, 2026

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026
On Investing logo

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
February 6, 2026

Weekly Trader's Outlook

The Dow Jones Industrial Average and S&P Equal Weight hit fresh all-time highs to close out the week, supported by money rotation away from non-tech areas of the market.
February 6, 2026

Market Snapshot | February 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
February 5, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
February 5, 2026

A Touch of Grey During Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
February 4, 2026
WashingtonWise: A Podcast for Investors

Don’t Let Headline Drama Disrupt Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
January 29, 2026

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