Market Commentary

Timely takes on markets and the economy.

Market Commentary

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On Investing

AI Concentration & the Case for Rebalancing

As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.

Schwab Market Update
Schwab Market Update Podcast

Apple, Amazon, and GDP Await After Fed Decision

With markets reeling after another flare up in U.S.-Iran tensions, earnings from Apple and Amazon are in focus. GDP and PCE reports also await as investors digest the Fed's pause.

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Bond Insights

When to Consider Out-of-State Munis

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.

Onward Archive

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

U.S. Capitol
Washington Watch

Washington: What to Watch Now

Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.

Market Outlook

Schwab Market Perspective

Our point of view on recent market and economic activity.

On Investing logo
On Investing

A Sigh of Relief on Inflation

A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.

2 Minutes on the Markets

2 Minutes on the Markets | Schwab Market Insights

Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.

Schwab Market Update: The exterior of the Federal Reserve building.
Schwab Market Update

Stocks Higher Early on Easing Consumer Price Data

Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.