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
Congress Passes Major Boost to Retirement Savings
Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.
December 22, 2022
Top Global Risks of 2023
Considering that a new year almost always brings surprises of one form or another, we've highlighted our top five that may define the global markets in 2023.
December 18, 2022
2023 Market Outlook: Cross Currents
We expect economic growth and market performance to improve in 2023 compared with 2022. But things may get worse before they get better.
December 11, 2022
Fixed Income Outlook: Bonds Are Back
We see opportunities in 2023 for the bond market to provide attractive yields at lower risk than we've seen for several years.
December 5, 2022
Global Outlook: Recovery and Risk
Markets may continue to see volatility in 2023 as they navigate between global economic growth and inflation fears, with central banks' decreasing rate hikes and China's reopening.
December 4, 2022
U.S. Outlook: How Many More Times, Fed?
Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.
November 28, 2022
Risk for 2023: China Reopening
Chinese officials may be preparing to bring an end to China's zero-COVID policy but reopening the world's second-largest economy could bring inflationary challenges.
November 20, 2022
Swing, Swing: Wild Week
A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.
November 13, 2022
Midterm Elections Signal More Washington Gridlock
While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.
November 8, 2022
Central Banks Stepping Down
Central banks seem to be stepping down from aggressive rate hikes, which may lead to a year-end "Santa Pause" rally for stocks.
November 6, 2022
Disappearing Act: Earnings
Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.
October 30, 2022
Revenge of the Markets
Markets can have more sway over policymakers than vice versa, as demonstrated in the U.K. recently. Here are three ideas for what markets may compel other policymakers to do next.
October 23, 2022
Different Strings … Similar Story
Much attention has been paid to the elevated risk (and announcement) of a recession, but investors should instead focus on signals coming from leading economic indicators.
October 16, 2022
The End of Earnings Growth?
The earnings outlook is dimming as the economy slows, which could result in cuts to earnings forecasts and downside for stocks. U.K. earnings have been a surprising outperformer.
October 9, 2022
Inflation Reduction Act: New Taxes, Weaker Market?
On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.
October 9, 2022
Markets to Fed: Slow Down, You Move Too Fast
Volatility has spiked as markets react to concerns about the ability of the global economy to cope with sharply higher U.S. interest rates. If these trends continue, the Fed may end up slowing its pace of tightening—but not stopping it.
October 6, 2022
Ripple(s) From Surging Dollar
While a spike in global market volatility has prompted some investors to think a Fed response is imminent, we caution against thinking that intervention is a bullish development.
October 2, 2022
What's Next: Good, Bad, & Ugly
The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
September 25, 2022
Earnings: Trampled Under Foot?
The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.
September 18, 2022
Rate Hikes, Quantitative Tightening, and Bond Yields
In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.
September 12, 2022
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