Market Commentary

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

The latest commentary

Bulls Push Back From Selloff

The Mag Seven are leading the way with Amazon and Nvidia out front in pre-market action after Friday's disappointing job's data prompted a selloff.

August 04, 2025

Trading Amid Uncertainty

When the market takes a turn, traders may want to go back to basics.

August 01, 2025


Fed Holds Interest Rates Steady

Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.

July 30, 2025

Tariff Impact: What's Next?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

July 28, 2025

Washington: What to Watch Now

Congress approved the first-ever federal cryptocurrency legislation, establishing a regulatory regime for stablecoins. Other crypto bills are in the pipeline.

July 22, 2025

2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

July 21, 2025

Trading

Michael Zarembski

Looking to the Futures

Michael Zarembski
August 04, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
August 01, 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 

Is Tariff Pain About to Hit?

Lately the markets and economy have shrugged off tariffs, but that may be changing as new trade deals increase tariffs and companies begin to pass those costs on to consumers.

July 31, 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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