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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

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Bonds vs. Bond Funds: Which Is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
August 22, 2023
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Vertigo: Market Succumbs to Myriad Pressures

With the path of least resistance for stocks seemingly lower for now, key to watch will be a stabilization in interest rate volatility and clarity on the path of monetary policy.
August 21, 2023
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Investing in Artificial Intelligence (AI)

As businesses worldwide adopt the technology, the innovation of AI may result in market leadership changes, global economic growth, and investor opportunities.
August 14, 2023
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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
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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
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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
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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
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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
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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
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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
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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
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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

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
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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
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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
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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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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
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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

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