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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

Q1 Retail Earnings

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

May 13, 2025

Washington: What to Watch Now

With U.S.-China tariff hikes "paused," attention turns to massive budget bill.

May 13, 2025


April CPI: Prices Rose 0.2%

Early trading was flat as the headline and core Consumer Price Index came in below analyst expectations of 0.3%, as did annual inflation at 2.3%, the lowest rate in four years.

May 13, 2025

Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.

May 12, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

May 12, 2025

Stock Sector Outlook

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

May 09, 2025

Trading

Today's Options Market Update

Nathan Peterson
May 13, 2025
Chris Waterbury

Looking to the Futures

Chris Waterbury
May 13, 2025

Weekly Trader's Outlook

Nathan Peterson
May 09, 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

Chief Global Investment Strategist Jeffrey Kleintop'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.