Market Commentary

Timely takes on markets and the economy.

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Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

U.S. Capitol
Washington Watch

Washington: What to Watch Now

Trump Accounts launch with new guidance, the Supreme Court reinforces Fed independence, and an affordable housing bill moves toward becoming law.

Schwab Market Update
Schwab Market Update Podcast

SpaceX, Samsung in Spotlight After Chips Revive

Yesterday's chip revival put tech back in the driver's seat, and it's in focus again today as South Korean semiconductor giant Samsung reports. SpaceX joins the Nasdaq 100 today.

2 Minutes on the Markets | Global Equity Insights

What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.

Schwab Market Update
Schwab Market Update Podcast

Markets Ease Back Into Trading After New Dow High

The calendar is light this week, with earnings season around the corner. Investors may scrutinize Fed minutes on Wednesday while the Dow strives to continue outperforming.

Market Commentary

Schwab Market Insights

Schwab Market Insights provides an overview of market data and trends, with commentary, empowering investors with the information they need.

Week Ahead

Consumer Inflation Expectations | Week Ahead

Kevin Gordon looks at this week's release of the New York Fed's report about consumer sentiment on inflation, the stock market, and other data points in his take on the Week Ahead.

Active Semi-Transparent ETFs: What's Under the Hood?

Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.

Schwab Market Update
Schwab Market Update Podcast

As Tech Struggles, Other Sectors Pick up the Pace

Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.