Market & Investment Insights

Get expert perspectives on market and investing trends to help keep your client portfolios ahead of the game. Through the Schwab Center for Financial Research (SCFR) and Schwab Asset Management®, we offer thought leadership and tools designed to elevate your firm. 

Markets & economy

Get the market commentary and trend forecasting that you need to make data-driven recommendations for your clients.

Stocks Up on Japan Trade Deal

A trade deal with Japan gave early support, as did hopes for a deal with Europe. Earnings action was mixed as Alphabet, IBM, and Tesla loom later. Meme stocks posted sharp moves.

July 23, 2025

Washington: What to Watch Now

Congress approved the first-ever federal cryptocurrency legislation, establishing a regulatory regime for stablecoins. Other crypto bills are in the pipeline.

July 22, 2025


Looking to the Futures

Gold prices rallied to their highest level in the past month as the dollar continues to see selling pressure.

July 22, 2025

2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

July 21, 2025

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

July 18, 2025

Weekly Trader's Outlook

The S&P 500 and Nasdaq Composite managed to eke out fresh record intraday highs this week, which was supported by encouraging earnings reports and economic data.

July 18, 2025

Trading strategy consultations

Discuss portfolio-specific topics like managing volatility and generating income through alternative investments during a one-on-one consultation with a Strategy Desk expert—and return for more advice as many times as you need. This personalized support is in addition to getting weekly webcasts and market commentary straight from our experienced team.

Education & tools

Explore expert analysis and investor tools from Schwab Asset Management that can help you exceed client expectations.  

Investment insights

Stay up to date with research, perspectives, and analysis from the investment professionals at Schwab Asset Management, including their actionable investment ideas and macro perspectives.

Market charts

Help your clients better understand complex market trends with quick-hit visuals. These investor-friendly charts include concise talking points that facilitate client conversations around asset-allocation opportunities. 

Behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

ETF education

Discover tools, analysis, and insights to help you build your ETF knowledge and select ETFs for client portfolios. Our dedicated resources are crafted by Schwab professionals for all levels of expertise. 

About the Schwab Center for Financial Research

One of the ways we show our commitment to investment advisors is through SCFR. This industry-leading research center delivers original, fact-based investment insights on key topics, including:

  • The markets
  • The economy
  • Portfolio management
  • Investment strategy
  • Retirement planning
  • Financial planning

Our experts drive the industry forward with proprietary perspectives that you'll find only at Schwab. Their insightful analysis across a broad range of financial topics can help our clients make better investment decisions.

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc. 

Kathy Jones

Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

Want to hear our experts address your market and economic questions?

Listen to the Schwab Market Talk webcast series for monthly insights. Catch candid conversations and explore our library of past sessions.

Take your next step

If you're not yet a Schwab client, contact us to learn more about the benefits and opportunities of working with Schwab.

Keep up with the market

As a Schwab client, you can tap into robust commentary and research right in Schwab Advisor Center®, check out our Research section for daily market updates and more.

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Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.