Market Commentary

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

The latest commentary

Inflation: Too Hot?

Relatively hot inflation reports might be blips, but they reinforce why the Fed's rate-cutting cycle might be more gradual, which could be a better backdrop for stocks.

February 20, 2024

Perspective: Confidence Gains

Sentiment data is beginning to match relatively strong "hard" economic data.

February 16, 2024


Simple Indicators?

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.

February 12, 2024

Slow(er) Ride to Rate Cuts

While focus remains on when the Fed will start cutting rates, history suggests other factors must be looked at when assessing forward stock market performance.

February 05, 2024

Fed Drops Tightening Bias

As expected, the Fed held rates steady in January, but importantly downplayed the likelihood that rate cuts will start as soon as March.

January 31, 2024

Count Down to Rate Cuts

Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.

January 29, 2024

Trading

Schwab Center for Financial Research

Schwab Market Update: Opening

Schwab Center for Financial Research
February 21, 2024
Joe Mazzola

Today's Options Market Update

Joe Mazzola
February 21, 2024
Stock Graph

Looking to the Futures

Ryan Hinsen
February 21, 2024
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
February 16, 2024

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's 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 

Will Geopolitical Risks Bite?

Global hotspots are constantly generating headlines. But investors need a balanced perspective, or they could miss out on potentially strong performance in international markets.

February 08, 2024