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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

Why the Dollar May Hold Up

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.

July 15, 2026

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Stocks Rise on PPI, Chips

June's Producer Price Index unexpectedly dipped 0.3%, a day after the Consumer Price Index and chip stocks helped lift major indexes. Kevin Warsh speaks before the Senate today.

July 15, 2026

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Q2 2026 Bank Earnings Ahead

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.

July 13, 2026

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The Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

July 13, 2026

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The New Temperamental Era

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

July 08, 2026

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Washington: What to Watch Now

Trump Accounts launch with new guidance, the Supreme Court reinforces Fed independence, and an affordable housing bill moves toward becoming law.

July 07, 2026

Trading

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Today's Options Market Update

Nathan Peterson

July 15, 2026

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Looking to the Futures

Gage Greer

July 15, 2026

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US stocks and economy

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

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Market Snapshot

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

July 09, 2026

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The New Temperamental Era

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

July 08, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

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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

International stocks and economy

Our take on crosscurrents affecting international equities

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The Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

July 13, 2026 • Chris Ferrarone • Michelle Gibley • Heather O'Leary • Michael Rawson, CFA®

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Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

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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

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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

Fixed income

Insights on the latest developments in fixed income and currency markets

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Why the Dollar May Hold Up

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.

July 15, 2026 • Collin Martin

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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

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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

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Schwab Market Perspective

Our point of view on recent market and economic activity.

June 12, 2026

Government affairs

Our take on policy decisions that may affect markets and investments

Explore more topics

Trading Stocks Bonds Fixed Income Markets and Economy Government Policy International Sectors US

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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.