Market Commentary

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

The latest commentary

Stocks Up as Fears Ease

President Trump's market-friendly comments on trade and the Fed lifted stocks and eased yields. Tech and consumer discretionary led. Tesla rose despite disappointing earnings.

April 23, 2025

Stocks Fall on Fed, Trade Fear

Trump's criticism of Fed Chair Powell, along with lack of trade progress, hit stocks and pushed yields higher. The dollar reached new 3-year lows and gold made all-time highs.

April 21, 2025


Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.

April 21, 2025

No Earnings Rescue from Dollar

The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

April 21, 2025

Weekly Market Outlook

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

April 21, 2025

Market Volatility & Dividends

Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

April 18, 2025

Trading

Stock Graph

Looking to the Futures

Tom Essig
April 23, 2025

Weekly Trader's Outlook

Nathan Peterson
April 17, 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's 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 

China Trade War: No Winners

Trade wars come down to each country’s vulnerabilities, resilience, and ability to outlast the other. So how do the U.S. and China stack up?

April 24, 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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