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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

Q2 Nvidia Earnings

Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.

August 25, 2025

Weak Dollar's Impact on Returns

International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.

August 25, 2025


Stocks Retreat After Rally

Friday's rally on Powell's speech faded early today as investors braced for a key week of data and earnings including Nvidia and PCE. 'Buy the dip' helped fuel Friday's gains.

August 25, 2025

Health Sector Still Struggling

U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.

August 20, 2025

Inflation: The Heat Is On?

July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.

August 18, 2025

Q2 2025 Retail Earnings

Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.

August 18, 2025

Trading

Dan Sweeney

Today's Options Market Update

Dan Sweeney
August 25, 2025
Joe Mazzola

Weekly Trader's Outlook

Joe Mazzola
August 22, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
August 22, 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.