Market Commentary

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

The latest commentary

Stocks Fall after Powell, Meta

Hawkish words from Fed Chairman Powell and a post-earnings plunge by Meta hit stocks early today. Apple and Amazon report later. The Trump-Xi meeting led to falling tariffs.

October 30, 2025

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


Understanding Solana ETPs

Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.

October 28, 2025

Washington: What to Watch Now

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

October 28, 2025

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

October 27, 2025

Stock Sector Outlook

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

October 24, 2025

Trading

Stock Graph

Looking to the Futures

Ryan Hinsen
October 30, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
October 24, 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 

Take Control of Your Portfolio

The stock market’s bull run keeps going, but so do investors’ emotions. Now is the time to get your plan in shape, take control of your emotions, and keep your portfolio on track.

October 23, 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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