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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

Panic Is Not a Strategy

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.

October 15, 2026

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PPI Surged in September

The core Producer Price Index had its biggest gain in four years, sending stocks down early, while yields fell sharply. A 1.3% increase for headline PPI was the second most ever.

October 15, 2026

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Corporate Bonds & Preferreds

Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.

October 14, 2026

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Washington: What to Watch Now

A look at the latest developments in Washington, from Trump Accounts and SEC vacancies to retirement plans and the approaching midterm elections.

October 13, 2026

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Q3 2026 Bank Earnings Ahead

Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.

October 12, 2026

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Rising Rates & Global Equities

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.

October 12, 2026

Trading

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Looking to the Futures

Randy Todd

October 15, 2026

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Today's Options Market Update

Joe Mazzola

October 14, 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.

October 07, 2026

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Panic Is Not a Strategy

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.

October 15, 2026

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AI's Labor Market Impact

AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.

October 07, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

International stocks and economy

Our take on crosscurrents affecting international equities

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Rising Rates & Global Equities

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.

October 12, 2026 • Chris Ferrarone • Michelle Gibley

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

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Reconsidering European Stocks

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

September 14, 2026

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Geopolitical Uncertainty

Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.

August 14, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

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Corporate Bonds & Preferreds

Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.

October 14, 2026 • Collin Martin

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Fed Hikes and Your Portfolio

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

October 09, 2026

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Fed Hikes & Treasury Yields

The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.

September 23, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 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.