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business people conversing

Experts offer their insights on the U.S. and global markets.

Successful investing begins with being informed. Read the insights of top Schwab professionals and keep up with the daily flux of the stock market.

Market Commentary

EleVation: Some V-Shaped Economic Data to Cheer
Market Commentary

EleVation: Some V-Shaped Economic Data to Cheer

by Liz Ann Sonders
February 22, 2021
Looking at the latest economic data reveals V-shaped recoveries in many goods-based indicators; while services has more catch-up to do.
Market Commentary

Year of the Ox: Bullish for China?

by Jeffrey Kleintop
February 16, 2021
China’s growth for 2021 appears strong, but February holds key developments that could impact this outlook, including stock delistings, trade, and COVID-19.
Schwab Market Perspective: Disconnection
Market Commentary

Schwab Market Perspective: Disconnection

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
February 12, 2021
Economic recovery is broadly expected as COVID-19 vaccinations accelerate, but improvement has yet to be seen.
Lesson Learned? Takeaways From the GameStop Saga
Market Commentary

Lesson Learned? Takeaways From the GameStop Saga

by Liz Ann Sonders
February 8, 2021
As quickly as it soared to the moon, GameStop came back down to earth; but the lessons learned are key to turning day trading speculators into longer-term investors.
Your Portfolio May Be Less Diversified Than You Think
Market Commentary

Your Portfolio May Be Less Diversified Than You Think

by Jeffrey Kleintop
February 1, 2021
Obtaining global diversification has never been easier.
Steady as We Go: Fed Keeps Rates Unchanged
Market Commentary

Steady as We Go: Fed Keeps Rates Unchanged

by Liz Ann Sonders
January 27, 2021
As expected, the Fed kept rates unchanged; but did make clear its view that vaccines are key to the trajectory of the economic recovery.
Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis
Market Commentary

Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis

by Liz Ann Sonders
January 25, 2021
As a review of the year that was, today’s report analyzes and dissects the nature of the K-shaped recovery in both the economy and stock market.
An Investors’ Guide to the 2021 Elections
Market Commentary

An Investors’ Guide to the 2021 Elections

by Jeffrey Kleintop
January 19, 2021
Joe Biden takes the Presidential oath of office this week in the U.S., marking the end of a long U.S. political contest; a year of political challenges is just getting started overseas.
Market Commentary

Scar Tissue: Weak Jobs Report Emphasizes COVID’s Scars

by Liz Ann Sonders
January 11, 2021
December brought the first payrolls decline since last April; with leisure/hospitality—and women—bearing the brunt of the weakness. Expect more economic “scarring” to come.
Top Five Global Investment Risks In 2021
Market Commentary

Top Five Global Investment Risks In 2021

by Jeffrey Kleintop
December 21, 2020
Risk is often the result of a very high degree of confidence among market participants in one specific outcome.
Rise Up: Vaccines Brought Broader Market Participation
Market Commentary

Rise Up: Vaccines Brought Broader Market Participation

by Liz Ann Sonders
December 14, 2020
The market’s tenor changed in early September, when the “rotation era” began; with the benefit of better breadth, but the risk of euphoric sentiment.
Market Commentary

A Vaccine: The Best 2020 Holiday Gift

by Jeffrey Kleintop
December 7, 2020
The planned vaccine rollout is good news that has lifted the stock markets around the world. But the reality of the rollout faces risks that could extend the time frame for mass immunizations.
Market Commentary

2021 U.S. Market Outlook: Better Days?

by Liz Ann Sonders
November 30, 2020
Stocks head into 2021 having crossed the COVID chasm; but the economy has more work to do. Will vaccines get us to the other side?
2021 Schwab Market Outlook

2021 Global Outlook: New Cycle, New Leadership

by Jeffrey Kleintop
November 23, 2020

As 2020 draws to a close, economic momentum is fading with infection rates on the rise, governments responding with more lockdowns, and few prospects for any major near-term fiscal stimulus. However, the global economy has the potential to make a full recovery in 2021, rebounding from the -4.4% decline in 2020 with growth of +5.2% in 2021, according to current estimates from the International Monetary Fund (IMF).

Market Commentary

Changes: Vaccine News Changing Market’s Leadership Characteristics?

by Liz Ann Sonders
November 16, 2020
Recent positive COVID-19 vaccine may represent a light at the end of the tunnel; but the resurgent virus means we’re still in the darkest part of the tunnel.
Election Day to Inauguration Day: a test for global stock markets
Market Commentary

Election Day to Inauguration Day: a test for global stock markets

by Jeffrey Kleintop
November 9, 2020
Stock market performance during the transition period between outgoing and incoming U.S. presidents tends to be more dependent on the economic cycle than the election results.
“De-globalization” Already Happened And It Didn’t Matter
Market Commentary

“De-globalization” Already Happened And It Didn’t Matter

by Jeffrey Kleintop
October 26, 2020
In 2020, politics and the pandemic have led to a lot of speculation that they could bring about an end to the rise of globalization—yet that began over a decade ago.
Election Blues: Looking at Election History for Market Guidance
Market Commentary

Election Blues: Looking at Election History for Market Guidance

by Liz Ann Sonders
October 5, 2020
With investors already on edge regarding election uncertainty, an “October surprise” arrives yet again. Can history provide some guidance on how elections impact markets?
Market Commentary

How Have Recent Developments Impacted Long-Term Returns?

by Jeffrey Kleintop
August 3, 2020
Let’s take a look at how recent developments may have impacted long-term returns for stock market investors.
Stock Market Reaction to Expiring COVID-19 Programs
Market Commentary

Stock Market Reaction to Expiring COVID-19 Programs

by Jeffrey Kleintop
July 20, 2020
If not extended or replaced, the fading support for the unemployed raises the risk of weakening economic momentum, turning the V-shaped recovery into a W.

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