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Market Commentary

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

The latest commentary

Perspective: Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

September 12, 2025

Rally Slows Before Weekend

The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

September 12, 2025


Fiscal Concerns and Stocks

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

September 08, 2025

Lower Bond Yields: You Can't Get There From Here

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

September 05, 2025

Is Housing Bottoming?

The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.

September 02, 2025

Washington: What to Watch Now

Congress returns to Washington facing a busy agenda, including tariffs, a potential government shutdown, cryptocurrency legislation and disputes about the Federal Reserve.

September 02, 2025

Trading

Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
September 12, 2025
Joe Mazzola

Today's Options Market Update

Joe Mazzola
September 12, 2025
Stock Graph

Looking to the Futures

Gage Greer
September 12, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

International stocks and economy

Director of International Research Michelle Gibley's take on the crosscurrents affecting international markets

Fixed income

Chief Fixed Income Strategist Kathy Jones and strategists Collin Martin and Cooper Howard on the latest developments in fixed income and currency markets

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

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Investing in involves risks including loss of principal.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.