scroll50-dblclk
reii-mc3st
reii
mc3lp

Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

U.S. Stocks Mid-Year Outlook

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

June 03, 2026


Global Equity Outlook

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

June 08, 2026

2026 Mid-Year Bond Outlook

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

June 05, 2026

Stocks Rebound Early After Fed

Equity indexes rebounded premarket after the possibility of a Fed rate hike this year led to declines Wednesday. Intel is up on news of a new chip. A peace deal is expected Friday.

June 18, 2026

Hawkish Fed Keeps Rates Steady

The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.

June 17, 2026

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
June 18, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
June 18, 2026
Quin Fields

Looking to the Futures

Quin B. Fields
June 16, 2026

US stocks and economy

Our perspective on what's driving U.S. equity markets

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

June 04, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

U.S. Stocks Mid-Year Outlook

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

June 03, 2026

Q1 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

May 06, 2026

International stocks and economy

 Our take on crosscurrents affecting international equities

Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Global Equity Outlook

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

June 08, 2026

AI and Emerging Market Stocks

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

May 11, 2026

Iran: Relief vs. Resolution

While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.

April 10, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Hawkish Fed Keeps Rates Steady

The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.

June 17, 2026 Collin Martin

Mid-Year Muni Bond Outlook

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

June 17, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

2026 Mid-Year Bond Outlook

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

June 05, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

0126-PJX1

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.