Market Commentary

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

The latest commentary

Stocks Rise Early as Oil Prices, Yields Fall

Stocks rose in early trading as oil prices and Treasury yields fell and the AI trade regained its footing, with chipmakers gaining ground.

September 21, 2026

Labor Tightness | Week Ahead

The number of people continuing to file for unemployment insurance has started to fall. Schwab's Kevin Gordon looks at what that labor market tightness may mean in the Week Ahead.

September 21, 2026


What's Behind the Fed's Rate Hike?

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

September 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

Fed Hikes in 12-0 Vote

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

September 16, 2026

Are Munis Still Worth It?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

September 16, 2026

Trading

Michael Zarembski

Looking to the Futures

Michael Zarembski
September 21, 2026
Rob Fleming

Today's Options Market Update

Rob Fleming
September 18, 2026
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
September 18, 2026

US stocks and economy

Our perspective on what's driving U.S. equity markets

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

September 11, 2026

Labor Tightness | Week Ahead

The number of people continuing to file for unemployment insurance has started to fall. Schwab's Kevin Gordon looks at what that labor market tightness may mean in the Week Ahead.

September 21, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

What's Behind the Fed's Rate Hike?

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

September 18, 2026

International stocks and economy

 Our take on crosscurrents affecting international equities

Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Reconsidering European Stocks

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

September 14, 2026

Geopolitical Uncertainty

Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.

August 14, 2026

Diversification, Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

August 10, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

What's Behind the Fed's Rate Hike?

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

September 18, 2026

Cash Solutions for Investors

Not all cash belongs in the same place. Learn how cash solutions and short-term investments can work together, while supporting different goals within your broader financial plan.

September 17, 2026

Cash Management at Any Age

Keep cash management simple and purposeful at every age with tips on savings, emergency cushions, and money for life's big goals.

September 17, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Markets Ahead of the Midterms

Strong earnings continue to power market gains, but can they keep growing enough to balance mounting risks from war, inflation, and bond market turmoil?

September 10, 2026 Michael Townsend