Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
On Investing logo
On Investing

The Markets React to Venezuela

Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.

null

Schwab's 2026 Long-Term Capital Market Expectations

Our 2026 outlook shows fixed income continuing to benefit from elevated rates, while equities still face a narrowing edge over risk-free investments.

On Investing logo
On Investing

Closing Thoughts on a Year of Uncertainty

At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.

On Investing logo
On Investing

2026 Market Outlook: U.S. Economy, Equities & Fixed Income

As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?

On Investing logo
On Investing

Implications of a New Fed Chair Nominee

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

Bond Insights

2026 Outlook: Corporate Credit

We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.

On Investing with Kathy Jones & Liz Ann Sonders. Episode 93. The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
On Investing

The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.