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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

Market Commentary

Omicron: Will the Virus Wave Pattern Repeat?

by Jeffrey Kleintop
December 6, 2021
COVID-19 is becoming endemic rather than pandemic.
2022 Schwab Market Outlook

2022 U.S. Market Outlook: Under Pressure

by Liz Ann Sonders, Kevin Gordon
November 29, 2021
While economic stress is easing as we turn to 2022, so are the market’s stellar gains, as the virus continues to determine the expansion’s trajectory.
2022 Schwab Market Outlook

2022 Global Outlook: Slowing But Not Slow

by Jeffrey Kleintop
November 22, 2021
Persistent high-tide growth is likely to help float the global economy safely over the rocks of risks in 2022, despite waves of worries: COVID, inflation, shortages & rate hikes.
Portfolio Management

The Appeal of Buyback Stocks

by Jeffrey Kleintop
November 18, 2021
Are companies that repurchase their shares poised for outperformance?
Market Commentary

Mysterious Ways: Bullish Sentiment Grows, With Positive Offsets

by Liz Ann Sonders, Kevin Gordon
November 15, 2021
Both the market’s churn and success have bred a resurgence in optimism which, for now, has been positively offset by strong breadth and firm profit margins.
Market Commentary

Schwab Market Perspective: Is the Price Right?

by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
November 12, 2021
Inflation continues to be a wild card for markets.
Market Commentary

Will Shortages Lead to Gluts?

by Jeffrey Kleintop
November 8, 2021
After a year of supply shortages, the global economy may be closer to the end of the supply chain problems than the beginning.
Market Commentary

Begin the Begin: Fed Announces Start of Tapering

by Liz Ann Sonders
November 3, 2021
The Fed announced details of balance sheet tapering, but emphasized that the pace might be adjusted depending on inflation and economic trends heading into 2022.
Market Commentary

You’ve Got to Earn It: Earnings Growth Strong, But Descending

by Liz Ann Sonders
November 1, 2021
Earnings season has been stellar so far, although the growth rate is well off its prior quarter peak, with profit margins in focus looking ahead.
Market Commentary

SPACs: What Investors Should Know Now

by Liz Ann Sonders, Kevin Gordon
October 25, 2021
The speculative exuberance around special purpose acquisition companies (SPACs) seems to be over, but investors still have questions about them.
Market Commentary

Will Services Offset Weakness in Manufacturing?

by Jeffrey Kleintop
October 25, 2021
Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
Market Commentary

The Beast of Burden of Inflation

by Liz Ann Sonders
October 18, 2021
The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Bond Insights

Bond Market Blues: High Inflation and Low Yields

by Kathy Jones
October 18, 2021
Where does the fixed income market go from here?
Market Commentary

Inflation: Persistently Transitory

by Jeffrey Kleintop
October 11, 2021
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Market Commentary

It's All Over for Japan (and That's Good)

by Jeffrey Kleintop
September 27, 2021
Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Market Commentary

Songs of Experience: Reminiscences of a Strategist

by Liz Ann Sonders
September 20, 2021
It’s been 35 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
Bond Insights

Is the Treasury Bond Market About to Wake Up?

by Kathy Jones
September 15, 2021
The bond market has been in hibernation for months, and investors may have become complacent about risks.
Market Commentary

Payback Time With a Potential Payoff

by Jeffrey Kleintop
September 13, 2021
A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
Market Commentary

Can Investors Avoid Rising Supply Chain Risks?

by Jeffrey Kleintop
August 30, 2021
Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Bond Insights

Fed Tapering: Will It Be Different This Time?

by Kathy Jones, Christina Shaffer
August 11, 2021
Although the prospect of the Federal Reserve tapering its bond purchases has unsettled markets in the past, we expect it to be more orderly this time around.

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