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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

Fixed Income Mid-Year Outlook

Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.

June 04, 2025

Weak Jobs Data Pondered

Stocks had a strong start this week led by tech, but ADP saw just 37,000 positions created in May, raising concern before Friday's nonfarm payrolls. Trade worries also swirl.

June 04, 2025


2025 Mid-Year Global Outlook

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

June 02, 2025

Trump's Tariffs Remain

Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.

May 30, 2025

Credit Spreads Primer

Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.

May 29, 2025

Tax Bill Moves to the Senate

The "One Big Beautiful Bill" tax-and-spending plan was passed by the House of Representatives and now moves on to the Senate. Here's what's in it.

May 28, 2025

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
June 04, 2025
Stock Graph

Looking to the Futures

Tom Essig
June 04, 2025

Weekly Trader's Outlook

Nathan Peterson
May 30, 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 and Director of International Research Michelle Gibley share their 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.