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

The Potential Winners and Losers of Higher Interest Rates

A look at who benefits and who suffers when the Federal Reserve raises interest rates.
August 11, 2023

Don't Let Me Down: An Earnings Season Update

Earnings season has thus far been a mixed bag, and despite a notable increase in the beat rate, the market is rightfully shifting focus to guidance for the rest of the year.
August 7, 2023

Fitch Downgrades U.S. Credit Rating

The surprise move takes the rating to AA+ from AAA.
August 2, 2023

Divergence: Rate Cuts, Pauses, and Hikes

Central bank policies are set to diverge from the steady hikes characterizing the first half of 2023, contributing to increased market volatility for the remainder of the year.
July 31, 2023

Get the Balance Right

The recent broadening out in market breadth has been accompanied by frothier investor sentiment, but using sentiment as a market-timing tool is tricky (if not impossible).
July 24, 2023

El Niño Could Bring Storms to the Markets

A high probability for an El Niño event in the second half of 2023 brings concerns of extreme weather, persistent inflation, supply chain disruptions, and market volatility.
July 17, 2023

What's in Your Portfolio? The Role of Various Asset Classes

Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.
July 14, 2023

Treasury Yields: The Long and Winding Road to 5%

Now that short-term Treasury yields have reached 5%, further upside is likely to be limited.
July 13, 2023

Mixed Emotions About June Jobs Report

The recent collection of labor data has painted a mixed jobs picture, but underlying wage strength and still-strong payroll growth will likely keep the Fed in a hawkish position.
July 10, 2023

India: On the Rise?

India's growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world's fifth-largest economy.
July 3, 2023

Housing: Rolling in (and out of) the Deep

After falling into its own recession last year, the housing market has started to turn decisively higher; but a sustained recovery might not be the strongest elixir for the economy.
June 26, 2023

Japan: Reclaiming Lost Decades

Japanese stocks may help boost performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
June 20, 2023

2023 Mid-Year Market Outlook: Out of the Woods?

The positives—and the risks—as we head into the second half of the year.
June 15, 2023

2023 Mid-Year Outlook: U.S. Stocks and Economy

A broadening out in market performance would help bolster a more sustainable stock rally, but that hinges on increasing clarity for monetary policy, recession risk, and bank stress.
June 13, 2023

Understanding Bond Yield Measurements

What a bond pays can be calculated in many ways. Here are eight common measures, including yield to maturity and yield to call, for assessing a bond's yield relative to your goals.
June 9, 2023

2023 Mid-Year Outlook: Fixed Income

Despite high volatility in the bond market during the first half of the year, what's surprising is how much didn't change.
June 7, 2023

Mid-Year Outlook: Global Stocks and Economy

The drama characterizing the first half of 2023 may abate, with potentially milder returns for investors due to effects from the Cardboard Box Recession.
June 5, 2023

Congress Clears Debt Deal, Averting Default

The measure ends weeks of negotiation and unease about a potentially catastrophic government default.
June 2, 2023

Total Concentration: Mega Caps Reign

The concentration of gains up the cap spectrum isn't itself a precursor to weakness; it's the lack of participation from the "average stock" that warrants some caution.
May 30, 2023

Debt Problem More Than Just a Ceiling

Although few nations have a debt ceiling similar to the U.S.', rising government debt levels are a widespread global risk that may lead to lower economic output and weaker growth.
May 22, 2023

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