Market Commentary

Timely takes on markets and the economy.

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Market Snapshot | October 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Market Commentary

Schwab Market Insights

Each month, Schwab Market Insights highlights key economic data, market trends, and portfolio considerations, giving investors our view of what's happening and what it might mean for their investments.

Schwab Market Update
Schwab Market Update Podcast

Treasury Auctions Next After New Highs for Nasdaq

Today's 3-year note auction could help set the direction for yields, which remain near two-decade highs. The Nasdaq posted all-time highs yesterday amid pre-earnings optimism.

Schwab Market Update
Schwab Market Update Podcast

Data Flow Slows: Auctions, Yields Take Spotlight

The heavy data diet of last week won't be repeated, but Treasury auctions might keep focus on surging yields while oil remains a wild card. Friday's jobs report was soft.

Week Ahead

Vibes Not Matching Hard Data | Week Ahead

Consumer sentiment indicates a level of pain not matched in hard data. Schwab's Kevin Gordon looks at the divergence ahead of the consumer sentiment report in the Week Ahead.

Weekly Trader’s Outlook

Weekly Trader's Outlook

A resilient march higher in bond yields has benefited the tech/AI complex at the expense of other areas of the stock market. Will Treasury yields continue to march higher next week?

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On Investing

Why Investor Positioning Matters More Than Ever (With Eric Liu)

What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

image of concrete stairs with a painted dividing line and up and down arrows.

Crypto Key Debates: Chainlink and Avalanche

We analyze the key questions and considerations surrounding Chainlink and Avalanche and their native tokens.