Market Commentary

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

The latest commentary

Markets and Economy

Trade Optimism Wanes

After rallying when the White House hinted at trade talks with China, stocks fell on China's denial. Alphabet reports later, and several firms cited tariff-linked demand concerns.

April 24, 2025

Company Earnings

Q1 2025 Tech Earnings

As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.

April 23, 2025

Bonds

Tariffs: Potential Muni Impact

Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.

April 22, 2025

Market Volatility

Stocks Fall on Fed, Trade Fear

Trump's criticism of Fed Chair Powell, along with lack of trade progress, hit stocks and pushed yields higher. The dollar reached new 3-year lows and gold made all-time highs.

April 21, 2025

Markets and Economy

No Earnings Rescue from Dollar

The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

April 21, 2025

International

Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.

April 21, 2025

Trading

Today's Options Market Update

Nathan Peterson
April 24, 2025

Looking to the Futures

Ryan Hinsen
April 24, 2025

Weekly Trader's Outlook

Nathan Peterson
April 17, 2025

US stocks and economy

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

Liz Ann Sonders and Kevin Gordon

Markets and Economy

Market Snapshot

Markets and Economy

Market Volatility & Dividends

US

Markets' Wild Rides

Markets and Economy

Perspective: Tariff Hard Turn

Markets and Economy

Recent Market Volatility

Markets and Economy

Labor Market & Tariffs

International stocks and economy

Chief Global Investment Strategist Jeffrey Kleintop's take on the crosscurrents affecting international markets

Jeff Kleintop

Markets and Economy

Weekly Market Outlook

International

Early Impacts of the Trade War

Markets and Economy

Perspective: Tariff Hard Turn

International

Trade War Relative Winners

International

Investor Guide: April Tariffs

International

International Great Again?

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

Kathy Jones, Collin Martin, and Cooper Howard

Bonds

Tariffs: Potential Muni Impact

Markets and Economy

Market Volatility & Dividends

Bonds

Corporate Bonds: 3 Takeaways

Markets and Economy

Perspective: Tariff Hard Turn

Markets and Economy

Recent Market Volatility

Bonds

Understanding Callable Bonds

Government affairs

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

Government Policy

China Trade War: No Winners

Trade wars come down to each country’s vulnerabilities, resilience, and ability to outlast the other. So how do the U.S. and China stack up?

April 24, 2025 • Michael Townsend

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Investing in involves risks including loss of principal.

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. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.

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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