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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, Oil Elevated

Though crude is near $110 and volatility rose, stocks mostly climbed early on hopes Iran and the U.S. might consider a ceasefire proposal. Inflation data is key this week.

April 06, 2026

Stock Sector Outlook

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

April 03, 2026


Monitoring Short Interest

This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.

March 31, 2026

Washington: What to Watch Now

Department of Homeland Security shutdown continues, and Congress considers addressing growing concern over prediction markets.

March 31, 2026

Staples Down Since War

During geopolitical strife, some investors seek possible stability in consumer staples. Despite their reputation, staples underperformed the broader market after the Iran war began.

March 30, 2026

Options Spreads and Volatility

Bid/ask options spreads widen during volatile markets as market makers adapt how they manage trades amid increased uncertainty.

March 30, 2026

Trading

Michael Zarembski

Looking to the Futures

Michael Zarembski
April 06, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
April 02, 2026
Joe Mazzola

Today's Options Market Update

Joe Mazzola
April 02, 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.

March 12, 2026

War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

March 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 2026

Fire Below Indexes

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

March 04, 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.

March 13, 2026 Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

Iran: Gauging Market Impact

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

March 13, 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

EM: AI Opportunity and AI Risk

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

January 12, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

Taxable Municipal bonds: 5 Considerations

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

April 03, 2026 Cooper Howard

Fed Keeps Rates Steady

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

March 18, 2026

Are Municipal Bonds Tax Free?

Although municipal bonds pay interest that is generally exempt from federal and state income taxes, it's not always free from all taxes.

March 18, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.

March 13, 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.