Market Commentary

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

The latest commentary

Perspective: Mid-Year Outlook

Diverging economic data and changing expectations for rate cuts have continued to complicate the market outlook.

June 14, 2024

The Fed Stays Patient

As expected, the Federal Reserve kept its policy rate unchanged at the June meeting, but left the door open to rate cuts later this year if inflation declines.

June 12, 2024


Outlook: Stocks and Economy

Certain segments of the economy and stock market have experienced much stronger recoveries this year, underscoring a severe bifurcation between the "haves" and "have nots."

June 10, 2024

Outlook: Fixed Income

Looking into the second half of the year, we are optimistic that returns will be stronger, but also expect volatility to remain elevated.

June 07, 2024

Deficits, Debt and Markets

Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.

June 06, 2024

Stock Sector Outlook

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

May 31, 2024

Trading

Joe Mazzola

Schwab Market Update: Opening

Joe Mazzola
June 14, 2024

Weekly Trader's Outlook

Nathan Peterson
June 14, 2024
Joe Mazzola

Today's Options Market Update

Joe Mazzola
June 14, 2024
Dan Sweeney

Looking to the Futures

Dan Sweeney
June 14, 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 

Strong Economy But Investor Uncertainty Lingers

Even with a growing economy, falling inflation, and record low unemployment, investors can’t shake concerns about interest rates, the election, and the U.S. debt and deficit.

June 13, 2024 Michael Townsend

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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