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.

Markets and Economy

AI Concerns as Palantir Slides

Though Palantir exceeded expectations, shares slid 6%, taking other AI stocks down. Advanced Micro Devices reports later. Negative bank CEO remarks also weighed on the market.

November 04, 2025

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Futures

Looking to the Futures

Soybeans continued their rally to start the week as traders remain optimistic that China will continue their buying.

November 04, 2025

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International

German Stimulus: What's Next?

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 03, 2025

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Trading

Weekly Trader's Outlook

All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.

October 31, 2025

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Markets and Economy

Fed Cuts Interest Rates

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

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Government Policy

Washington: What to Watch Now

The government shutdown drags on, with several potential pressure points looming in coming days.

October 28, 2025

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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.

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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.

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Behavioral finance

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

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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.

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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.

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Kathy Jones

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

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

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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.

Insights & Ideas