Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Cisco, Walmart Results on Deck

Tech giant Cisco reports later today and Walmart is early tomorrow, with remarks early Thursday by Fed Chair Powell also in focus. PPI and retail sales loom Thursday, too.

May 14, 2025

Washington: What to Watch Now

With U.S.-China tariff hikes "paused," attention turns to massive budget bill.

May 13, 2025


Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.

May 12, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

May 12, 2025

Inflation or Unemployment?

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

May 09, 2025

Stock Sector Outlook

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

May 09, 2025

Trading

Quin Fields

Looking to the Futures

Quin B. Fields
May 14, 2025

Weekly Trader's Outlook

Nathan Peterson
May 09, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

International stocks and economy

Chief Global Investment Strategist Jeffrey Kleintop and Director of International Research Michelle Gibley share their take on the crosscurrents affecting international markets

Fixed income

Chief Fixed Income Strategist Kathy Jones and strategists Collin Martin and Cooper Howard on the latest developments in fixed income and currency markets

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

Bond Market Speaks Loudest

The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

May 08, 2025 Michael Townsend

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Investing in involves risks including loss of principal.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

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