Market Commentary

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What Is the Debt Ceiling and Why Does It Matter?

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

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Washington Watch

Washington: What to Watch Now

The Justice Department allegedly began an unprecedented criminal investigation of the Federal Reserve chair.

Schwab Market Update
Schwab Market Update Podcast

Banks, CPI, Fed Speeches Follow Mixed Jobs Data

Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-year note auction comes today.

Emerging Markets: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

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On Investing

The Markets React to Venezuela

Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – January 2026

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

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Market Outlook

Forward/Backward: 2025 Review With a Note on Venezuela

The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.

Schwab Market Update
Schwab Market Update Podcast

Quiet Trading Likely as Markets Kick off 2026

Stocks start 2026 on a four-day skid after another drop Wednesday amid little news. Trading could be light between the holiday and the weekend. No major data or earnings are due.