Market Commentary

Timely takes on markets and the economy.

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Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – December 2025

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Market Outlook

2026 Outlook: International Stocks and Economy

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

Schwab Market Update
Schwab Market Update Podcast

Fed Meeting, Job Openings, Oracle Pack a Busy Week

This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.

Today's Options Market Update

Today's Options Market Update

Stocks are lower while Treasury yields are creeping higher as investors look to this week's Federal Open Market Committee meeting on Tuesday/Wednesday.

Schwab Market Update
Schwab Market Update

Fed Week Begins with Stocks, Yields Both Higher

With the Fed expected to lower rates again Wednesday, major indexes inched up this morning, but so did Treasury yields and volatility. Tech drove early gains.

Looking to the Futures

Looking to the Futures

Crude oil futures (/CLF26) rallied to end the week after hopes for a peace agreement between Ukraine and Russia diminished.

Weekly Trader’s Outlook

Weekly Trader's Outlook

Equity markets have remained largely unchanged this week as investors anticipate guidance from the upcoming Federal Open Market Committee (FOMC) meeting.

On Investing logo
On Investing

Implications of a New Fed Chair Nominee

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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