Market Commentary

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Bond Insights

The Bond Market in 2026: What Could Go Wrong?

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

Emerging Markets: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

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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.

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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.

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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.

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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?

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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.