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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 Up Before Holiday

Though major indexes remain down for the month, they're up three days in a row and again early today on rate cut enthusiasm and solid earnings. Jobless data was below expectations.

November 26, 2025

Transports Slow, Role Unclear

Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?

November 24, 2025


Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.

November 24, 2025

Responding to Market Chaos

Volatility has investors questioning the future of U.S. stocks. Three Schwab finance professionals discuss how to evaluate your portfolio in the face of market ups and downs.

November 14, 2025

Perspective: Seeking Direction

While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.

November 14, 2025

Washington: What to Watch Now

After Congress reached an agreement to fund government operations, President Trump signed the bill, ending the longest government shutdown in U.S. history after 43 days.

November 13, 2025

Trading

Dan Sweeney

Looking to the Futures

Dan Sweeney
November 26, 2025
Nathan Peterson

Today's Options Market Update

Nathan Peterson
November 25, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
November 21, 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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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

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.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks, including loss of principal. 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.