專家分享對美國及全球市場的觀點
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（以下資訊只提供英文版本）
US Market Commentary
Waiting for Jobs Data, Watching Crude and War News
Today's February nonfarm payrolls report might shift attention from war news, at least for the moment. Analysts expect a gain of 60,000 jobs, down from 130,000 in January.
March 6, 2026
Stocks Dive as Oil Surges, U.S. Loses 92,000 Jobs
Surging oil sent stocks lower as Persian Gulf shipping basically halted, and losses accelerated after the U.S. lost 92,000 jobs in February. Analysts had expected a rise of 60,000.
March 6, 2026
Looking to the Futures
Gold prices continued to fall on Thursday, as a strengthening dollar maintained pressure on the precious metal
March 6, 2026
Awaiting Key Jobs Data, Investors Monitor War News
Though war news may continue to dominate, investors are also focused on Friday's February jobs report and yesterday's Broadcom results. Productivity and monthly layoff data loom.
March 5, 2026
Smoke on the Water…Fire Under the Surface
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
March 4, 2026
Bears in Control as War Rages, Volatility Flares
Despite another late recovery attempt Tuesday, the market remains in largely negative straits as war keeps oil prices elevated. Broadcom reports later and ADP jobs data looms.
March 4, 2026
Still Tracking Middle East, Market Awaits Earnings
Stocks showed resilience Monday despite crude's rally after war erupted in the Middle East. Today brings earnings from consumer giants, as well as from software firm CrowdStrike.
March 3, 2026
Iran War Puts Oil Prices, Volatility in Spotlight
War in the Middle East shifted focus to oil prices and could trigger volatility and a flight to perceived safety. Trading might be turbulent until ramifications grow clearer.
March 2, 2026
The AI Glow-Up of Emerging Markets
Forget oil and copper—today’s "Emerging Markets" are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history.
February 27, 2026
Weekly Trader's Outlook
Major indices are on track for modest losses as investors navigate concerns around AI disruption, private credit, and geopolitics.
February 27, 2026
The Fed's Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
February 27, 2026
Gold vs. Stocks as Inflation Hedge
While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.
February 26, 2026
Less Magnificent: Why Mega-Caps Limp Post-Results
Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.
February 24, 2026
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
February 17, 2026
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
February 12, 2026
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026
Trading Psychology: Recovering From Big Losses
A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026
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