Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Hard to Handle: A Look at Hard vs. Soft Data

Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.

What's Ahead for China in 2025?

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

As Bank Earnings Arrive, Investors Seek Clarity

Fourth-quarter results from many of the biggest financial firms are expected this week, with the sector in a significantly different place than it was only a few months ago.

Treasury Bonds: Riding the Range

Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.

It Was a Very Good Year

Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.

Schwab's 2025 Long-Term Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

Top Five Surprises for 2025

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

2025 U.S. Stocks and Economy Outlook

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.

2025 Treasury Bonds and Fixed Income Outlook

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.