Market Commentary

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

The latest commentary

Cisco, Walmart Results on Deck

Tech giant Cisco reports later today and Walmart is early tomorrow, with remarks early Thursday by Fed Chair Powell also in focus. PPI and retail sales loom Thursday, too.

May 14, 2025

Washington: What to Watch Now

With U.S.-China tariff hikes "paused," attention turns to massive budget bill.

May 13, 2025


Q1 Retail Earnings

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

May 13, 2025

Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.

May 12, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

May 12, 2025

Stock Sector Outlook

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

May 09, 2025

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
May 14, 2025
Quin Fields

Looking to the Futures

Quin B. Fields
May 14, 2025

Weekly Trader's Outlook

Nathan Peterson
May 09, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

International stocks and economy

Chief Global Investment Strategist Jeffrey Kleintop and Director of International Research Michelle Gibley share their take on the crosscurrents affecting international markets

Fixed income

Chief Fixed Income Strategist Kathy Jones and strategists Collin Martin and Cooper Howard on the latest developments in fixed income and currency markets

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

Bond Market Speaks Loudest

The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

May 08, 2025 Michael Townsend

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

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.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks, including loss of principal. 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.

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