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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

Early Trading Subdued On CPI

News that Nvidia can sell its H20 chip in China sent the stock up. Consumer Price Index data landed mostly in line with estimates, rising 0.3% on a monthly basis and 2.7% annually.

July 15, 2025

Benefits of EM Diversification

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

July 14, 2025


Perspective: Firmer Ground?

The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.

July 11, 2025

Fixed Income: FAQs

Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.

July 09, 2025

Q2 2025 Bank Earnings

After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.

July 09, 2025

Washington: What to Watch Now

Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.

July 08, 2025

Trading

Nathan Peterson

Today's Options Market Update

Nathan Peterson
July 15, 2025
Michael Zarembski

Looking to the Futures

Michael Zarembski
July 14, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
July 11, 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.