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
Nothing Typical for Stocks After Fed's Last Hike
Analysis shows an extraordinary range of outcomes since the S&P 500's inception in 1928.
May 15, 2023
Federal Reserve: Pause or Peak?
The central bank likely won't have enough reason to hike rates again this cycle. In fact, we wouldn't be surprised to see one or two rate cuts later this year.
May 11, 2023
Shortages to Gluts: Labor Market
Shifts in the labor market due to monetary policy tightening would see lagged effects that may not aid central banks' efforts to materially affect core inflation by year's end.
May 7, 2023
Mysterious Ways: Growth vs. Value Debate
Leadership shifts at the sector and style levels warrant some additional caution, as well as a closer look as to what investors are buying when it comes to "growth vs. value."
April 30, 2023
Debt Ceiling: House Bill Passes, Impasse Continues
Although the House narrowly approved a bill designed to jumpstart negotiations, the issue is far from resolved.
April 26, 2023
China: Strong Economy, Weak Stocks
China’s domestically driven economic growth has not yet translated to Emerging Market stock performance, which has tended to have been weighed down by international political tensions.
April 23, 2023
Mixed (Inflation) Signals
Headline inflation continues to show signs of improvement, but core measures and those most watched by the Fed are proving stubborn in their path toward cooling.
April 16, 2023
Revisiting Short-Duration Stocks
Although central banks may be near the end of the rate hike cycle, short-duration stocks may still be an attractive investment theme should interest rates remain at higher levels.
April 9, 2023
Will the U.S. Dollar Be Dethroned?
There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.
April 4, 2023
Elevation: Largest Stocks to Market's Rescue?
In the face of banking stress and a hawkish Federal Reserve, stocks have advanced impressively so far this year, but narrow breadth doesn't bode well for continued strength.
April 2, 2023
Will Rising Federal Debt Slow Economic Growth?
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.
March 30, 2023
European Bank Stress Fallout
So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.
March 26, 2023
Another One Bites the Dust: Banking Saga Continues
The banking crisis has sparked immense focus on financial stability; with an attendant tightening in credit conditions, the risk of a formal recession has risen notably.
March 19, 2023
Market Volatility: Bank Worries Strike Again
What our experts think about today's market action.
March 14, 2023
Waves of Inflation
Although inflation may be receding, intermittent waves of price increases may cause investor uncertainty about the direction of economic growth and central banks' policy response.
March 12, 2023
Bank Turmoil: What Does It Mean for Fed Policy?
The situation may relieve some pressure on the Federal Reserve, possibly leading to a pause or slowing in its current rate-hike cycle.
March 12, 2023
What's in the Inflation Reduction Act?
The $750 billion Inflation Reduction Act of 2022 aims to combat climate change and increase tax revenues. Here's what it could mean for you.
March 9, 2023
Caveat Emptor: Important Market Shifts Underway
Given the topsy-turvy nature of the market thus far in 2023, it remains crucial for investors to know what they are buying—especially as it relates to growth, value, and quality.
March 5, 2023
How to Prepare for Landing
A "soft landing," with declining inflation but positive growth, would be ideal. However, turbulence appears likely. Here's how to handle it.
March 1, 2023
Are You Focusing on the Wrong Central Bank?
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.
February 26, 2023
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