Market Commentary

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

The latest commentary

Q1 Bank Earnings Preview

Analysts expect a lot from banks this earnings season, but investors may want to focus more on forward guidance and executives' comments in this uncertain economic environment.

April 10, 2026

Markets Up Early After CPI

Stocks rose despite a 0.9% monthly jump in CPI, mostly from energy. Core CPI was lower than expected. Trading could be cautious heading into weekend talks between Iran and the U.S.

April 10, 2026


Gambling vs. Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

April 08, 2026

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

April 03, 2026

Monitoring Short Interest

This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.

March 31, 2026

Options Spreads and Volatility

Bid/ask options spreads widen during volatile markets as market makers adapt how they manage trades amid increased uncertainty.

March 30, 2026

Trading

Jacob Baker

Looking to the Futures

Jacob Baker
April 10, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
April 02, 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.

March 12, 2026

Gambling vs. Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

April 08, 2026

Inflation, Oil & Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026

War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

March 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.

March 13, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Iran: Gauging Market Impact

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

March 13, 2026

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.

February 09, 2026

EM: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

January 12, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Inflation, Oil & Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026 Liz Ann Sonders • Collin Martin

Fed Keeps Rates Steady

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

March 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Kathy Jones' Market Lessons

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

March 06, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Headline Drama vs. Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?

January 29, 2026 Michael Townsend