Market Commentary

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

The latest commentary

Powell Ahead as Truce Watched

Investors are pulled in different ways, focusing on a Middle East truce and remarks from Fed Chairman Jerome Powell. Tech and other growth stocks rose and energy fell on weak oil.

June 24, 2025

What's Going On…With Inflation

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.

June 23, 2025


Fed Holds Policy Rate Steady

The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.

June 18, 2025

Trade War: Supply Chain Clues

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

June 16, 2025

Perspective: Mid-Year Outlook

Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.

June 13, 2025

Washington: What to Watch Now

The Senate is continuing to work behind the scenes to develop its version of the "One Big Beautiful" tax and spending bill that passed the House by a single vote in May.

June 10, 2025

Trading

Chris Waterbury

Looking to the Futures

Chris Waterbury
June 24, 2025

Weekly Trader's Outlook

Nathan Peterson
June 20, 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 

One Big Beautiful Bill

The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?

June 19, 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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