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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

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
November 10, 2025
WashingtonWise: A Podcast for Investors

Using Bonds Wisely in a Bull Market for Equities

The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?
November 6, 2025

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
November 3, 2025

3 Ways to Navigate Mega-Cap Concentration Risks

Mega-cap concentration in the S&P 500 index recently reached its highest level in more than 35 years. Is your portfolio prepared for the related concentration risks?
October 30, 2025

How Well Do You Know Market Cap?

Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
October 29, 2025
An image of a beige book with stylized icons representing different industries and economic data coming out of it.

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
October 29, 2025
A man sitting at a computer in a suit and tie.

Round Lots Regulatory Changes

New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.
October 28, 2025

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
October 20, 2025

Investing Basics: What Are Stocks?

Start your investing journey by learning how stocks work, how to analyze them, and the benefits and risks involved with owning them.
October 15, 2025

How to Tell If a Market Is Overbought or Oversold

Overbought and oversold readings aren't as straightforward as they sound. But understood in context, they can provide traders some insight when making entry and exit decisions.
October 14, 2025

Alternative Candidate(s) for Data During Shutdown

With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
October 13, 2025

How to decipher the Federal Reserve's Dot Plot

What does the “dot plot” indicate about the direction of interest rates?
October 9, 2025

Better Half? Biannual Earnings Proposed, Assessed

President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
October 9, 2025

5 Under-the-Radar Inflation Gauges

While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.
October 8, 2025

How and Why to Use Equity Risk Premium

The equity risk premium can help traders gauge market sentiment, measure stock market valuations, and compare the risk-reward trade-off in asset classes.
October 7, 2025
Illustration of a brain with glasses and a grey mustache, riding a skateboard

How Mindset Shapes Success

Learn how approaching new skills or challenges with openness, effort, and curiosity can take you farther than you might expect.
October 6, 2025

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?
October 6, 2025
On Investing logo

Surveying the Corporate Credit Landscape (With Joel Levington)

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
October 3, 2025

Uncle Sam Buys Stocks: What Investors Should Know

The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?
October 2, 2025

Breaking Bad Trade Behaviors

How to curtail emotional biases and take a more considered approach to your trading decisions.
October 1, 2025

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