Market Commentary

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

The latest commentary

Benefits of EM Diversification

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

July 14, 2025

Tariffs Take Early Bite

Stocks edged lower early after new weekend tariff threats against Europe, while investors await big bank earnings and June CPI data early tomorrow. Yields and volatility edged up.

July 14, 2025


Perspective: Firmer Ground?

The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.

July 11, 2025

Tariffs & Deficits

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

July 11, 2025

Fixed Income: FAQs

Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.

July 09, 2025

Washington: What to Watch Now

Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.

July 08, 2025

Trading

Michael Zarembski

Looking to the Futures

Michael Zarembski
July 14, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
July 11, 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

Director of International Research Michelle Gibley'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 

One Big Beautiful Bill

The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?

June 19, 2025 Michael Townsend

reii
mc3lp
0723-3JBV

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.

scroll50-dblclk
reii-mc3st