Market Commentary

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

The latest commentary

PCE Keeps Stocks Down

Headline Personal Consumption Expenditures hit in line with expectations, but core data that excludes food and energy prices were slightly hot, pushing equity futures lower.

March 28, 2025

Investor Guide: April Tariffs

On April 2, the U.S. is preparing to announce additional tariffs on a wide range of imports and countries. Here's the assessment of those policies, and their possible impacts.

March 24, 2025


Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

March 24, 2025

The Risk of Stagflation

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

March 21, 2025

Fed Holds Policy Rate Steady

The Fed held the federal funds rate steady and signaled two rate cuts this year, despite expecting inflation to remain elevated.

March 19, 2025

Washington: What to Watch Now

Congress managed to avoid a government shutdown, but Democrats are divided on strategy.

March 18, 2025

Trading

Weekly Trader's Outlook

Nathan Peterson
March 28, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
March 28, 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

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 

Bond Markets Digest New Policies

Rapid policy changes are fueling rising prices and slowing economic growth, raising concerns in the bond markets. How can fixed income investors navigate these challenges

March 27, 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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