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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 Down on Iran War

War in the Middle East sent major indexes down 1% early Monday, and crude oil surged 7%. Volatility rose and could lead to choppiness, but markets didn't exhibit signs of panic.

March 02, 2026

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What's the Difference: Jobs vs. GDP

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.

February 26, 2026

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Magnificent Seven Stumble

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.

February 24, 2026

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SCOTUS Rejects Trump Tariffs

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.

February 20, 2026

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Washington: What to Watch Now

The Department of Homeland Security has shut down, but impact has been limited so far. Here's what to expect.

February 19, 2026

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Muni Bonds: 3 Key Questions

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.

February 18, 2026

Trading

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Today's Options Market Update

Nathan Peterson

March 02, 2026

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Looking to the Futures

Michael Zarembski

March 02, 2026

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Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli

February 27, 2026

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.

February 05, 2026

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What's the Difference: Jobs vs. GDP

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.

February 26, 2026

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Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

February 17, 2026

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Perspective: Riding the Waves

Our point of view on recent market and economic activity.

February 12, 2026

International stocks and economy

Our take on crosscurrents affecting international equities

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Perspective: Riding the Waves

Our point of view on recent market and economic activity.

February 12, 2026 • Liz Ann Sonders • Kevin Gordon • Kathy Jones • Michelle Gibley

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Geopolitical Risk is Evolving

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

February 09, 2026

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EM: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

January 12, 2026

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2026 International Outlook

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

December 09, 2025

Fixed income

Insights on the latest developments in fixed income and currency markets

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Muni Bonds: 3 Key Questions

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.

February 18, 2026 • Cooper Howard

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Perspective: Riding the Waves

Our point of view on recent market and economic activity.

February 12, 2026

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Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

February 11, 2026

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Fed Holds Steady on Rates

The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.

January 28, 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.