Market Commentary

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

The latest commentary

PCE Helps Tame Early Losses

Yields dipped and stock indexes, while lower, came off their worse levels after the Personal Consumption Expenditures price report for November had a lower-than-expected 0.1% rise.

December 20, 2024

Perspective: 2025 Outlook

We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.

December 13, 2024


2025 Wealth Management Outlook

Stay on track in 2025 to reach your financial goals by anticipating tax changes, managing inflation concerns, and being aware of risk management costs.

December 16, 2024

2025 U.S. Outlook

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.

December 09, 2024

2025 Fixed Income Outlook

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.

December 04, 2024

2025 Global Outlook

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

December 02, 2024

Trading

Weekly Trader's Outlook

Nathan Peterson
December 20, 2024
Dan Sweeney

Looking to the Futures

Dan Sweeney
December 20, 2024

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 

Policy Disruption & 2025 Markets

The new administration promises disruptive policies on immigration, tariffs, taxes, deregulation and more. But how will markets and investors respond to these policy changes?

December 12, 2024 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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