Market Commentary

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

The latest commentary

Tech Weighs on Market Early

After setting record highs last week, stocks started lower Monday on pressure from the tech sector despite a lack of major news. Geopolitical tension is up, along with volatility.

December 29, 2025

What Is a Recession?

Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.

December 17, 2025


Washington: What to Watch Now

As Congress wraps up for 2025, all eyes are on whether lawmakers will extend health-insurance subsidies—the issue at the heart of the 43-day government shutdown earlier this year.

December 16, 2025

Wealth Management Outlook

The environment for investors continually shifts, but the principles of effective wealth management do not. Here are three themes to help investors grow and use wealth in 2026.

December 16, 2025

2026 Market Outlook

As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?

December 12, 2025

Perspective: 2026 Outlook

Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.

December 12, 2025

Trading

Quin Fields

Looking to the Futures

Quin B. Fields
December 26, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
December 19, 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 

Positive Outlook Amid Concerns

Analysts see positive signs for the economy and markets in 2026, even as public concerns about affordability and the economy's overall strength continue to rise.

December 11, 2025 Michael Townsend

reii
mc3lp
0625-B22U

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

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.

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