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

House passes bill to avoid government shutdown, two new members set to join the House, Fed chair speech boosts rate hike possibility, and national debt hits $40 trillion.

Schwab Market Update
Schwab Market Update Podcast

Warsh's Words Spark Hike Fears with Jobs Data Next

Fed Chairman Kevin Warsh left the market anxious Friday about possible rate hikes, with odds for a September hike up sharply. Jobs data this week could help shape the decision.

Week Ahead

Three Big Points on Jobs | Week Ahead

With job openings, layoff announcements, and nonfarm payrolls all out this week, Schwab's Kevin Gordon breaks down what he's looking at in labor in his look at the Week Ahead.

On Investing logo
On Investing

The Bond Market Strikes Back

Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.

image of a chart showing market price action

Valuing Crypto Through the Lens of a 51% Attack

Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.

On Investing logo
On Investing

Has the Fed Accepted 3% Inflation? (With Jim Bullard)

Liz Ann Sonders discusses inflation and the AI boom with Jim Bullard, former President and CEO of the Federal Reserve Bank of St. Louis.

Skyscrapers
Bond Insights

Should You Consider High-Yield Municipal Bonds?

High-yield municipal bonds might be worth consideration by investors in higher tax brackets who are comfortable taking added risks.

image of election materials
Washington Watch

What the 2026 Midterms Could Mean for the Markets

The 2026 midterms could reshape control of Congress, raising the odds of divided government and near-term market volatility, but investors should stay focused on long-term goals.

image of the outside of the U.S. Treasury Department

America's New Debt Reality

U.S. debt may not be at an immediate breaking point, but persistent deficits, higher rates, and rising interest costs are narrowing fiscal space and market tolerance.