Market Commentary

Timely takes on markets and the economy.

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Market Outlook

Schwab's 2025 Long-Term Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

2025 Market Outlook: Fixed Income

As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

Market Outlook

2025 U.S. Stocks and Economy Outlook

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

How Do You Build a Bond Portfolio?

Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.

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Commentary

Choosing Municipal Bonds: GO or Revenue?

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

Commentary

Breadth of Life: Post-Election Market Trends

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Uncertainty Around Future Policy

Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

Bond Insights

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.