Market Commentary

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

The latest commentary

Tech Rebounds but DJIA Falls

Mega caps rose in pre-market trading even as the DJIA got clipped by a sharp drop in UnitedHealth shares. Sentiment, existing home sales, and S&P Global PMI data are on tap.

February 21, 2025

Do Tariffs Change Outlook?

Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.

February 21, 2025


Jigsaw Puzzle: Growth vs. Value

Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.

February 18, 2025

Perspective: Bracing for Tariffs

Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.

February 14, 2025

China Enters the AI Chat

Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

February 14, 2025

Will the Dollar Be Dethroned?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

February 12, 2025

Trading

Weekly Trader's Outlook

Nathan Peterson
February 21, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
February 21, 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 

Tariff Clouds Hover Over Markets

As tariffs proliferate, they bring new concerns for the economy, including inflation, supply chain interruption, and job losses. What do investors need to know?

February 13, 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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