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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

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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Oil Up, Stocks and Bonds Down

Stocks fell and yields rose early as oil climbed before another day of diplomatic efforts. Iran's president spoke today and Trump meets Xi tomorrow. Manufacturing data is due.

September 23, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

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Fed Hikes in 12-0 Vote

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

September 16, 2026

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Are Munis Still Worth It?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

September 16, 2026

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Washington: What to Watch Now

Markets await a possible Fed rate hike as Congress weighs Trump's dividend proposal, a limited fall session, and a Senate vote on crypto regulation.

September 15, 2026

Trading

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Looking to the Futures

Dan Sweeney

September 23, 2026

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Today's Options Market Update

Nathan Peterson

September 22, 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.

September 11, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

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Take a Hike

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.

September 09, 2026

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Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

September 03, 2026

International stocks and economy

Our take on crosscurrents affecting international equities

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026 • Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

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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

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Diversification, Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

August 10, 2026

Fixed income

Insights on the latest developments in fixed income and currency markets

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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 • Collin Martin

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026

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Cash Management at Any Age

Keep cash management simple and purposeful at every age with tips on savings, emergency cushions, and money for life's big goals.

September 17, 2026

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Cash Solutions for Investors

Not all cash belongs in the same place. Learn how cash solutions and short-term investments can work together, while supporting different goals within your broader financial plan.

September 17, 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.