Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Concentration Risk & Diversification
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
Markets and Economy
Stocks Up Early on Jobs Data
Jobs growth once again surpassed analysts' expectations and the unemployment rate didn't move from 4.3%. Meanwhile, oil prices inched up after more developments in the Middle East.
Fundamentals Take Lead in Rally
Earnings season brought a reminder that fundamentals are more important than headlines. What should savvy investors be watching as we head into summer?
Markets and Economy
U.S. Oil Tracks Global Market
Though the U.S. drills far more oil than in the past and relies less on supplies from the war-torn Persian Gulf, U.S. consumers see there's no escaping global price realities.
Markets and Economy
Q1 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
Trading
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Concentration Risk & Diversification
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
Markets and Economy
Q1 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
How Macro Forces Shape Credit Markets
Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
International stocks and economy
Our take on crosscurrents affecting international equities
Markets and Economy
Schwab Market Perspective
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
International
Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
International
Iran: Relief vs. Resolution
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
International
Geopolitical Risk is Evolving
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Fixed income
Insights on the latest developments in fixed income and currency markets
Concentration Risk & Diversification
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
How Macro Forces Shape Credit Markets
Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
Markets and Economy
Fed Holds Rates Steady
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
Fixed Income
TIPS for Inflation Protection
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Government affairs
Our take on policy decisions that may affect markets and investments
Fundamentals Take Lead in Rally
Earnings season brought a reminder that fundamentals are more important than headlines. What should savvy investors be watching as we head into summer?