Market Commentary

Timely takes on markets and the economy.

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Schwab Market Update
Schwab Market Update Podcast

Inflation in Focus After an Anemic Jobs Report

After Friday’s nonfarm payrolls report spooked investors, all eyes will be on this week’s inflation data for evidence of a brewing, yet still mild, form of stagflation.

Will Fiscal Concerns Affect International Stocks?

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

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Bond Insights

Lower Bond Yields: You Can't Get There From Here

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – September 2025

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

capitol building
Washington Watch

Washington: What to Watch Now

Congress returns to Washington facing a busy agenda, including tariffs, a potential government shutdown, cryptocurrency legislation and disputes about the Federal Reserve.

Family unpacking

Take the Long Way Home: Is Housing Bottoming?

The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.

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On Investing

Rate Cut Coming? Sectors to Watch

Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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