Market Commentary

Timely takes on markets and the economy.

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Why Bitcoin's Attack Costs Matter for Valuation

Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.

Schwab Market Update
Schwab Market Update Podcast

Packed Earnings Slate In-Focus Before Fed Decision

Earnings from Visa, Boeing, KLA Corporation, Seagate, and more will be in focus today as investors continue their rotation away from AI darlings ahead of tomorrow's Fed meeting.

Week Ahead

Will the Federal Reserve Hike Rates? | Week Ahead

Schwab's Kevin Gordon examines the decision the Fed faces in the latest Week Ahead: Whether or not to hike the federal funds rate based on employment and inflation data.

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On Investing

AI Concentration & the Case for Rebalancing

As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.

Schwab Market Update
Schwab Market Update Podcast

Apple, Amazon, and GDP Await After Fed Decision

With markets reeling after another flare up in U.S.-Iran tensions, earnings from Apple and Amazon are in focus. GDP and PCE reports also await as investors digest the Fed's pause.

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Bond Insights

When to Consider Out-of-State Munis

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.

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Washington Watch

Washington: What to Watch Now

Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.

Onward Archive

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

Market Outlook

Schwab Market Perspective

Our point of view on recent market and economic activity.