Market Commentary

Timely takes on markets and the economy.

Market Commentary

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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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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.

A chart showing a falling blue line, representing falling stock prices during a recession.

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?

Market Outlook

2026 Outlook: U.S. Stocks and Economy

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

Market Outlook

2026 Outlook: International Stocks and Economy

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

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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.