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（以下資訊只提供英文版本）
US Market Commentary
After Worst Day in Month, Tech Limps Into Weekend
Stocks fell sharply Thursday, with tech among the hardest hit as AI valuations again got questioned and rate cut odds got pinched. Fed speakers today could get a close watch.
November 14, 2025
Schwab's Market Perspective: Looking for Direction
While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.
November 14, 2025
Tech Losses Mount on AI Valuation, Rate Concerns
After the worst day in a month, stocks fell again on concerns about AI valuations and diminished hopes of a rate cut. Fed speakers loom, with retail and Nvidia earnings next week.
November 14, 2025
Q3 Retail Earnings Preview: Consumer Mood Darkens
Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.
November 13, 2025
Disney Up Next Following Firm Cisco Results
Disney's results could give insight into consumer entertainment spending. This follows a firm outing from Cisco and comes as investors eye D.C. for a possible end to the shutdown.
November 13, 2025
Data Picture Still Foggy as Shutdown's End Awaited
Stocks are up this week as investors await a House vote to end the shutdown. Today brings Cisco earnings, followed by Disney tomorrow. Nvidia is in focus after Tuesday's retreat.
November 12, 2025
Can You Really Live on a Cruise?
Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
November 12, 2025
Gov. Shutdown Nears End, Fed Speakers In-Focus
Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.
November 11, 2025
Tech Earnings, Disney, Treasury Auctions in Focus
After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful of reports from firms exposed to AI demand.
November 10, 2025
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
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
Fed Cuts Rates for the Second Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
October 29, 2025
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
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
Q3 Tech Earnings Preview: All Eyes on AI Spending
As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
October 27, 2025
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
October 27, 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
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