Market Commentary

Timely takes on markets and the economy.

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The Latest Threat to Fed Independence

With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?

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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.

Schwab Market Update
Schwab Market Update Podcast

Quiet Trading Likely as Markets Kick off 2026

Stocks start 2026 on a four-day skid after another drop Wednesday amid little news. Trading could be light between the holiday and the weekend. No major data or earnings are due.

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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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What Is a Recession? Causes, Duration, and More

Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.

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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?