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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

Chips Down, Hurting Tech

A double-digit plunge in Broadcom on disappointment around its earnings clipped the tech market today, but consumer stocks rose as oil and yields dipped. Jobs data looms Friday.

June 04, 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


Stock Sector Outlook

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

May 29, 2026

Washington: What to Watch Now

Kevin Warsh is officially the 17th Federal Reserve chair, senators punt immigration enforcement bill debate to early June, and SEC Commissioner Hester Peirce announces retirement.

May 27, 2026

What to Expect With Warsh

As Kevin Warsh takes over as Federal Reserve chair with his own goals, he may face challenges even beyond rate policy, from inflation to independence to a bulbous balance sheet.

May 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

May 15, 2026

Trading

Nathan Peterson

Today's Options Market Update

Nathan Peterson
June 04, 2026
Quin Fields

Looking to the Futures

Quin B. Fields
June 04, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
May 29, 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

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

Schwab Market Perspective

Our point of view on recent market and economic activity.

May 15, 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.

May 15, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

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

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

Fixed income

Insights on the latest developments in fixed income and currency markets

Schwab Market Perspective

Our point of view on recent market and economic activity.

May 15, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Preferreds Might Offer Value Amid Volatility

Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.

May 13, 2026

Oil Prices and the Muni Market

Higher oil prices have both positive and negative effects on the municipal bond market. Investors may want to evaluate their concentration risk.

April 22, 2026

What Is Preferred Stock?

For those considering investing in preferred stocks, it's critical to understand the benefits, characteristics, and risks.

April 10, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

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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.