Market Commentary

Timely takes on markets and the economy.

Market Commentary

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U.S. Capitol
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.

Week Ahead

The Leading Economic Index & GDP Gap | Week Ahead

Schwab's Kevin Gordon discusses the Leading Economic Index® and its role in signaling the current phase of the economic cycle in his latest look at the Week Ahead.

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On Investing

A Sigh of Relief on Inflation

A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.

Market Outlook

Schwab Market Perspective

Our point of view on recent market and economic activity.

2 Minutes on the Markets

2 Minutes on the Markets | Schwab Market Insights

Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.

Schwab Market Update: A stock chart with prices rising and falling.
Schwab Market Update

Stocks Higher Early on Easing Consumer Price Data

Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

Onward Archive

Muni Bonds and Extreme Weather

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.