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Schwab Market Perspective: Unprecedented! Or Maybe Not?
by Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop
May 26, 2017

Political uncertainty is having an impact on markets, but investors need to stay focused on fundamentals.

Consumer Discretionary Sector Rating: Marketperform
by Brad Sorensen
May 25, 2017

Schwab's view on the consumer discretionary sector, which covers companies that sell non-essential goods and services. 

Consumer Staples Sector Rating: Marketperform
by Brad Sorensen
May 25, 2017

Schwab's view on the consumer staples sector, which includes consumer items that tend to be viewed as household necessities.

Materials Sector Rating: Marketperform
by Brad Sorensen
May 25, 2017

Schwab's view on the materials sector, which describes an array of commodity-related manufacturing industries.

Information Technology Sector Rating: Outperform
by Brad Sorensen
May 25, 2017

Schwab's view on the information technology sector, which covers most makers and providers of computer, data, and electronic equipment and services.

Schwab Sector Views: Don’t Cut the Cord Just Yet.
by Brad Sorensen
May 25, 2017

The entertainment environment is certainly changing, but that doesn’t mean “old” media is dead.

Real Estate Sector: Underperform
by Brad Sorensen
May 25, 2017

Schwab's view on the real estate sector, which covers companies involved in real estate and includes equity REITs.

Utilities Sector Rating: Underperform
by Brad Sorensen
May 25, 2017

Schwab's view on the utilities sector, which covers a variety of industries that generate and deliver power and water. 

Financials Sector Rating: Outperform
by Brad Sorensen
May 25, 2017

Schwab's view on the financial sector, which encompasses the financial services industry and is often referred to by the acronym FIRE, for finance, insurance and real estate.

Energy Sector Rating: Marketperform
by Brad Sorensen
May 25, 2017

Schwab's view on the energy sector, which encompasses companies that help produce and distribute energy.

Health Care Sector Rating: Outperform
by Brad Sorensen
May 25, 2017

Schwab's view on the health care sector covers health care equipment and services as well as  pharmaceutical and biotechnology companies. 

Industrials Sector Rating: Marketperform
by Brad Sorensen
May 25, 2017

Schwab's view on the industrial sector, which includes providers of capital goods, commercial services, transportation services and infrastructure.

Telecommunication Services Sector Rating: Underperform
by Brad Sorensen
May 25, 2017

Schwab's view on the telecommunications sector, including operators of telecom networks and providers of communications and data transmission services.

Schwab Live: Midweek Market Trend for May 24, 2017
by Lee Bohl
May 24, 2017

With the S&P 500 once again flirting with the 2400-level after last week’s decline, the question remains the same: Will we see a meaningful breakout to new highs?  Here are some observations to consider.

Is The Stock Market Just Quiet Or Is It Too Quiet?
by Jeffrey Kleintop
May 15, 2017

Does the low volatility and trading volume of this quietly rising stock market mean it’s vulnerable to a sharp pullback on any piece of bad news?

Strange Brew: Heightened Uncertainties, Yet Plunging Volatility…What Gives?
by Liz Ann Sonders
May 08, 2017

Volatility as measured by the VIX is plumbing record lows, but is it a sign of heightened investor complacency, or are there other explanations?

What the Coming Tax Cuts Mean for the Stock Market
by Jeffrey Kleintop
May 01, 2017

The leaders of most major countries are implementing or calling for corporate tax cuts. This may be welcome news for stock market investors since it could mean a boost to after-tax profits.

½ Full: Seeing Through a Weak Q1
by Liz Ann Sonders
April 24, 2017

Although economic surprises have weakened noticeably, and hard economic data has been sluggish; leading indicators continue to flash green for the US economy.

Missiles and Markets: An investor guide to geopolitical risks
by Jeffrey Kleintop
April 17, 2017

The long history of U.S. missile strikes and NATO military operations shows us that the market impacts of these geopolitical conflicts have been small and brief.

One of These Things ... Market's Moves Not All About Trump
by Liz Ann Sonders
April 10, 2017

Much of the improvement in the economy and the latest stock market rally has been credited to Trump; but perhaps there is an alternate story.

Top Five Trade Issues Investors Should Be Watching
by Jeffrey Kleintop
April 03, 2017

World trade is steadily rising, but changing trade agreements hold the potential to shape the direction of global trade and stock markets.

Hard Times: Time for the Hard Data to Catch Up to the Soft Data
by Liz Ann Sonders
March 27, 2017

The spread between soft (surveys/confidence readings) and hard economic data is historically wide … will the spread narrow, and if so, how?

The Fed has China in a Tough Spot
by Jeffrey Kleintop
March 20, 2017

The Fed rate hike has put China in a tough spot in early 2017. How China responds will be important for global markets as investors assess the trade fallout and growth trajectory for the world’s second largest economy.

Big Machine: Why Large Caps Are Likely to Outperform
by Liz Ann Sonders
March 13, 2017

Momentum, breadth, sentiment, earnings, valuation and macro conditions all now support a bias toward large cap stocks within the U.S. equity market.

Why Market Returns May Be Lower in the Future
by Veerapan Perianan
March 13, 2017

 

The future of Europe: EU 2.0 and its impact on the markets
by Jeffrey Kleintop
March 06, 2017

What does Europe’s future look like and what might it mean for investors?

Radioactive: Is Passive’s Dominance Over Active Set to Wane?
by Liz Ann Sonders
February 27, 2017

The macro landscape has led to passive investing strategies handily outperforming active strategies…but the winds are shifting toward a better environment for active.

The stock market sees nothing to worry about—that may be about to change
by Jeffrey Kleintop
February 21, 2017

Stock markets are currently behaving as if there is nothing to worry about, but that may be about to change now that we are within 45 trading days of the French Presidential election.

Better Days: Earnings Growth Picks Up Sharply in 2017
by Liz Ann Sonders
February 13, 2017

We step away from the macro and focus on the micro of earnings and valuation... courtesy of the surge in the former, the latter looks reasonable.

Simple Indicators In A Complex World
by Jeffrey Kleintop
February 06, 2017

When people feel there is a situation that is out of their control or too complicated to analyze, they often fall back on rules of thumb to make decisions.

Five Reasons to Stay Invested Despite Heightened Uncertainty
by Jeffrey Kleintop
January 23, 2017

There are five reasons to stay invested despite the heightened uncertainty.

Currency Hedging: 5 Things You Need to Know
by Michelle Gibley
January 18, 2017

Hedging international stocks against currency losses when the dollar is rising can make sense, but it depends on your time frame.

The CURE for a calm market: Four risks for 2017
by Jeffrey Kleintop
January 09, 2017

After a calm post-election climb for stocks, developments in China, United Kingdom, Russia, and Europe may bring a return of volatility.

Luminous Times: Looking Ahead With Optimism About 2017
by Liz Ann Sonders
January 03, 2017

The rally has been called the "Trump trade" but the economic and earnings inflection points pre-dated the election. Optimism is warranted, but greed should be kept in check.

Emerging Markets: Why They Deserve a Place in Your Portfolio
by Michelle Gibley
December 16, 2016

Emerging market stocks tumbled after the U.S. election because of concerns about protectionism and a stronger dollar, but we think the potential benefits offset the risks.

5 Reasons International Stocks May Underperform in 2017
by Jeffrey Kleintop
December 12, 2016

There are five key reasons developed international stocks may lag U.S. stocks again in 2017.

Happy Unrecession: The Alice in Wonderland economy
by Jeffrey Kleintop
November 28, 2016

While the odd and upside-down developments confronting investors may seem mad, the stock market gains are not as misguided or illogical as they may at first seem.

President Trump and Global Trade: How Will Campaign Promises Play Out?
by Jeffrey Kleintop
November 10, 2016

Even if he carries out his most aggressive campaign proposals, we believe the consequences could be less damaging than they might at first seem.

Recession Odds Pass Key Threshold
by Jeffrey Kleintop
October 31, 2016

A reliable historical indicator suggests the events of October may have been more soothing than scary for long-term investors.

5 Big Risks Posed by China (And Why They Shouldn't Crash Global Markets in 2017)
by Michelle Gibley
October 18, 2016

China’s economy is likely to slow in 2017, but the most bearish predictions may be proved wrong again. We examine five issues to watch.

Three Reasons Stocks May Avoid Another Lost Decade
by Jeffrey Kleintop
October 17, 2016

The end of September marked 10 years with no growth in earnings and nine years with no gain in the stock market—what will the next 10 years offer investors?

Going Godzilla: What has the Bank of Japan Unleashed?
by Jeffrey Kleintop
October 03, 2016

The Bank of Japan faces a rising risk that their policy has created a monster that may be getting harder to control.

World Tour: An Around The World Look At the Economic Landscape
by Jeffrey Kleintop
September 19, 2016

The global picture may have brightened a little, thanks largely to Asia, but with little momentum to that improvement.

Keep Calm and Carry On: The Brexit Shock That Wasn't
by Michelle Gibley
August 24, 2016

Stocks seem to have shaken off the shock of the Brexit vote, and conditions may be improving as pro-EU sentiment has strengthened, growth is looking stronger and governments may be willing to spend more.

Your portfolio may be less diversified than you think
by Jeffrey Kleintop
August 22, 2016

Investors with a large home bias in their portfolio may not be nearly as diversified as they believe.

Does Zika pose an Olympic-sized risk to stocks?
by Jeffrey Kleintop
August 08, 2016

While the threat of Zika at the Olympic Games may garner headlines, past world pandemics show us that the market impact has not been significant—even when the global economy was especially vulnerable to a shock.

Three Reasons Why Now is Not the Time to Retreat from Global Diversification
by Jeffrey Kleintop
July 11, 2016

The Brexit is another in a series of political, economic and financial shocks coming from outside the United States. So is it time for long-term investors to retreat from global diversification to the perceived relative safety of the U.S. stock market?

What investors need to know about helicopter money
by Jeffrey Kleintop
June 13, 2016

The return of deflation in Japan has led some to call for the use of “helicopter money” which we see as unlikely to be effective at boosting growth, but may raise the risks to the global financial system.

Negative Interest Rate Policy Adds Up To Less than Zero for Investors
by Jeffrey Kleintop
February 08, 2016

While central banks’ QE programs lifted stock prices in recent years, the latest shift by central banks to negative interest rate policy seems to be weighing on stocks and may be working against their intentions of promoting economic growth.

Central Banks to the Rescue?
by Jeffrey Kleintop
January 25, 2016

Rather than rescuing investors, comments from central bankers are more likely to create volatility in the markets until the global economic path is clearer.

How Rate Hikes Impact International Stock Markets
by Jeffrey Kleintop
December 21, 2015

The central banks of 20 nations raised interest rates in 2015, but not all countries are as well–positioned as the U.S. to handle the impact of rate hikes.

Decoding Devaluations: What Do Currency Moves Mean for Your Money?
by Jeffrey Kleintop
December 07, 2015

Find out more on how currency devaluations could impact your investment portfolio.

India Becomes World’s Fastest Growing Economy: What Investors Need to Know
by Jeffrey Kleintop
November 23, 2015

India has taken the title of the world’s fastest growing economy from China. Despite obvious similarities, the differences between these two economies mean the new leadership holds unique impacts for the global economy and markets.

A Tax-Smart Approach to Your Cost Basis
by Rande Spiegelman
November 21, 2014

Understand tax rules to keep more of your gains.

Going Global: Selecting ADRs or Foreign Stocks
by Schwab Center for Financial Research
August 22, 2014

You have several options when you invest in the global market. Learn how American Depositary Receipts (ADRs) and foreign stocks compare.

4 Mistakes to Avoid in International Investing
by Michelle Gibley
May 29, 2014

Avoid these common pitfalls when you're investing internationally.

Stock Settlement: Why You Need to Understand the T+3 Timeline
by Joanna Payne
May 21, 2014

What counts as settled funds? If you trade stocks, the three-day, or T+3, settlement period could trip you up. Here's what you need to know to avoid violations.  

Selecting Dividend-Paying Stocks—Can You Do Better?
by Schwab Center for Financial Research
May 19, 2014

In a low-yielding environment, many investors have been drawn to dividend-paying stocks. But with recent lackluster performance, we look at alternative ways to help screen them.

How to Build a Sector-Neutral Stock Portfolio
by Schwab Center for Financial Research
May 07, 2014

Why you should keep a sector-neutral stock allocation—and how to do it.

Be Defensive: Use Stop Orders
by Randy Frederick
April 11, 2014

Stop orders may help you obtain a predetermined entry or exit price, limit a loss or lock in a profit.

Blending Schwab Stock Research With Other Sources
by Schwab Center for Financial Research
March 12, 2014

Find out how to use Schwab Equity Ratings in conjunction with our other stock research.

What to Do When the Schwab Equity Rating® Disappears
by Schwab Center for Financial Research
January 14, 2014

What should you do if your stock's Schwab Equity Rating® is replaced by an NR? Use our four-step research process to help decide your next move.

Ex-dividend Dates and How to Find Them
by Randy Frederick
January 14, 2014

Ex-dividend dates can be your friend or your foe, so make sure you know when they occur.

How to Use Schwab Stock Tools
by Schwab Center for Financial Research
January 06, 2014

Learn how to manage your stock portfolio using Schwab Equity Ratings®, the Equity Scorecard, the Portfolio Checkup®, Schwab Stock Lists™ and the Stock Screener.

Understanding Order Types: Part II
by Mark Eidem
October 28, 2013

Are you using the right order type for your trade? Find out how to use stop-limit and trailing stop orders.

How to Stay on Track When Markets Are Volatile
by Randy Frederick
October 04, 2013

When markets are volatile, it's a good time to check your asset allocation and investment strategies. Find out six steps to consider.

Calculating Potential Profit and Loss on Options
by Randy Frederick
September 23, 2013

Want to calculate potential profit and loss levels on an options strategy? Our new Trade and Probability Calculator can help.

Screening for CSEP Candidates
by Randy Frederick
December 10, 2012

There are almost always good CSEP candidates out there. Here's how to search for them.

Tools in StreetSmart Edge--And How You Can Use Them
by Randy Frederick
October 25, 2012

Nine reasons to try StreetSmart Edge.

Point and Figure Charts
by Daniel Garces
October 11, 2012

Find out how these charts may help you track broad market trends. Plus, learn how to set them up in StreetSmart Edge®.


Investors should consider carefully information contained in the prospectus, including investing objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income and small capitalization securities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.