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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

Stocks Mixed After Election

The rotation out of tech continued early today, drawing fresh tailwinds from Tuesday's dramatic U.S. election that put AI firms on notice. Productivity in Q3 topped estimates.

November 05, 2026

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Democrats' Win: 6 Takeaways

Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.

November 04, 2026

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Spinning Wheel: What Goes Up…

Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.

November 04, 2026

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Stock Sector Outlook

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

October 30, 2026

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Equity Factors Explained

Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.

October 29, 2026

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Fed Leaves Rates Unchanged

The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.

October 28, 2026

Trading

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Looking to the Futures

Jacob Baker

November 05, 2026

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Today's Options Market Update

Joe Mazzola

November 04, 2026

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US stocks and economy

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

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Market Snapshot

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

October 07, 2026

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Spinning Wheel: What Goes Up…

Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.

November 04, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

October 16, 2026

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Panic Is Not a Strategy

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.

October 15, 2026

International stocks and economy

Our take on crosscurrents affecting international equities

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Schwab Market Perspective

Our point of view on recent market and economic activity.

October 16, 2026 • Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

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Rising Rates & Global Equities

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.

October 12, 2026

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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

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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

Fixed income

Insights on the latest developments in fixed income and currency markets

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Creating a Retirement Paycheck

From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.

October 29, 2026 • Austin Jarvis • Hayden Adams • Cooper Howard

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Fed Leaves Rates Unchanged

The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.

October 28, 2026

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Higher Yields & Retirement

Higher bond yields may offer retirees more income potential, but a diversified approach that balances income, risk, and spending needs remains important.

October 21, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

October 16, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Explore more topics

Trading Stocks Bonds Fixed Income Markets and Economy Government Policy International Sectors US

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This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.

Investing involves risk, including, for some products, more than your initial investment.

Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

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.

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.