Schwab Center for Financial Research

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Dashboards: Measuring Recovery In Real Time
Market Commentary

For each of the major countries in Asia and Europe, we will be tracking weekly data on key elements of a recovery to assess its pace and success.
Loss, Strain & Butterflies: Earnings Plunging, Stocks Ignoring
Market Commentary

Stocks and earnings don’t always move in tandem; with stocks typically leading earnings … but is the market’s rally too much, too soon?
What Can Investors Expect From GDP Reports
Market Commentary

The most widely used measure of economic activity, gross domestic product (GDP), will soon be released for the first quarter by different countries.
Market Commentary

While the COVID-19 crisis is far from over, we expect central bank and government policies to be key to performance in the second quarter.
Box of Letters: What Shape Will the Recession/Recovery Take?
Market Commentary

Labor market data has never looked as ugly, with more hits to come; but many are looking ahead at what an eventual recovery will look like.
Market Commentary

This recession is the result of a shock, not the natural end result of a slow build-up of excesses. This may mean the recession and bear market could be deeper, but also that the duration may be shorter.
Market Commentary

The recent volatility in the bond market has been unprecedented.
Who Fueled The Fastest Bear Market Ever?
Market Commentary

We all know what is driving the market selloff, COVID-19, but who is doing the selling?
Panic is Not an Investment Strategy

Why sometimes doing nothing may be the best response in the midst of rampant market volatility.