scroll50-dblclk

reii-mc3st

reii

mc3lp

Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Stocks Down as Oil Rises

With investors digesting Friday's hot August jobs data that triggered fresh rate worries, they return from a long weekend awaiting CPI and PPI data along with Treasury auctions.

September 08, 2026

#bcn-card--image--5990{display: none !important;}

#bcn-card--image--4490{display: none !important;}

Stock Sector Outlook

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

September 04, 2026

#bcn-card--image--5505{display: none !important;}

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

#bcn-card--image--4942{display: none !important;}

Market Bubbles Explained

Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.

September 03, 2026

#bcn-card--image--8358{display: none !important;}

Washington: What to Watch Now

House poised to pass bill to avoid government shutdown, two new members set to join the House, Fed chair speech boosts rate hike possibility, and national debt hits $40 trillion.

September 01, 2026

#bcn-card--image--7387{display: none !important;}

America's Labor Force Problem

U.S. labor force participation is declining due to an aging population, slowing immigration, and other factors. This could impact economic growth and earnings moving forward.

August 26, 2026

Trading

div#bcn-card--image--2573{background-image: url(https://workplace.schwab.com/sites/g/files/eyrktu871/files/Peterson_Nate_EXPRT_365x365.jpg?im=SmartCrop,width=368,height=368) !important;}

Today's Options Market Update

Nathan Peterson

September 08, 2026

div#bcn-card--image--3631{background-image: url(https://workplace.schwab.com/sites/g/files/eyrktu871/files/Zarembski_Michael_A082526_365x365.jpg?im=SmartCrop,width=368,height=368) !important;}

Looking to the Futures

Michael Zarembski

September 08, 2026

div#bcn-card--image--8997{background-image: url(https://workplace.schwab.com/sites/g/files/eyrktu871/files/Peterson_Nate_EXPRT_365x365.jpg?im=SmartCrop,width=368,height=368) !important;}

US stocks and economy

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

#bcn-card--image--1924{display: none !important;}

Market Snapshot

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

August 14, 2026

#bcn-card--image--3792{display: none !important;}

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

#bcn-card--image--6585{display: none !important;}

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026

#bcn-card--image--6369{display: none !important;}

The Way You Make Me Feel

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

August 05, 2026

International stocks and economy

Our take on crosscurrents affecting international equities

#bcn-card--image--6127{display: none !important;}

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026 • Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

#bcn-card--image--3895{display: none !important;}

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

#bcn-card--image--8813{display: none !important;}

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

#bcn-card--image--1821{display: none !important;}

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

Fixed income

Insights on the latest developments in fixed income and currency markets

#bcn-card--image--1774{display: none !important;}

High-Yield Munis: What to Know

High-yield municipal bonds might be worth consideration by investors in higher tax brackets who are comfortable taking added risks.

August 19, 2026 • Cooper Howard

#bcn-card--image--9568{display: none !important;}

Schwab Market Perspective

Our point of view on recent market and economic activity.

August 14, 2026

#bcn-card--image--3422{display: none !important;}

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

#bcn-card--image--1745{display: none !important;}

Bonds or Bond Funds?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

August 13, 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

0126-PJX1

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.