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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

Government Shutdown

A government shutdown began just after midnight Wednesday morning. Here's what to know about how we got here and what could come next.

October 03, 2025

Stocks Up Despite No Jobs Data

Though the shutdown canceled today's monthly jobs report, stocks continued to power higher thanks to the risk-on trade around AI. Services data loom shortly after the open.

October 03, 2025


D.C. Buys Stocks: What to Know

The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?

October 02, 2025

AI: Heaven or Heartbreaker?

AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.

September 29, 2025

Stock Sector Outlook

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

September 26, 2025

High-Yield Munis: What to Know

High-yield munis have extra risks and yields are low relative to investment-grade munis. However, investors in higher tax brackets may still want to consider a small allocation if it fits their risk tolerance.

September 26, 2025

Trading

Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
October 03, 2025
Joe Mazzola

Today's Options Market Update

Joe Mazzola
October 03, 2025
Stock Graph

Looking to the Futures

Tom Essig
October 03, 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.