Market Commentary

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

The latest commentary

Weak Dollar's Impact on Returns

International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.

August 25, 2025

Stocks Retreat After Rally

Friday's rally on Powell's speech faded early today as investors braced for a key week of data and earnings including Nvidia and PCE. 'Buy the dip' helped fuel Friday's gains.

August 25, 2025


Muni Bond Market Update

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

August 22, 2025

Inflation: The Heat Is On?

July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.

August 18, 2025

3 Types of Investors

When markets turn turbulent, do you take cover, let it ride, or keep buying at a discount? Here's how to more comfortably weather the ups and downs—no matter your reaction.

August 15, 2025

Perspective: Downshifting

U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.

August 15, 2025

Trading

Joe Mazzola

Weekly Trader's Outlook

Joe Mazzola
August 22, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
August 22, 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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