Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Markets and Economy
U.S. Stocks Mid-Year Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
International
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Fixed Income
2026 Mid-Year Bond Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Markets and Economy
Stocks Up Ahead of Jobs Data
Stocks rebounded early, led by technology, on hopes for Middle East calm after recent strikes. A short week looms, highlighted by Thursday's June jobs report. Nike reports Tuesday.
What Happens After Peak Inflation?
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Markets and Economy
June 2026 Jobs | Week Ahead
The June nonfarm payrolls is expected on Thursday. SCFR's Kevin Gordon examines the factors in the report that may drive Fed monetary policy in his latest look at the week ahead.
What Happens After Peak Inflation?
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
Markets and Economy
U.S. Insights in 2 Minutes
What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.
International stocks and economy
Our take on crosscurrents affecting international equities
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
International
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
International
AI and Emerging Market Stocks
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
International
Infrastructure Investments
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Fixed income
Insights on the latest developments in fixed income and currency markets
What Happens After Peak Inflation?
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
Markets After Warsh’s Debut
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
Markets and Economy
Hawkish Fed Keeps Rates Steady
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
Fixed Income
Mid-Year Muni Bond Outlook
In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
Government affairs
Our take on policy decisions that may affect markets and investments
Bad Vibes vs. Bull Market
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
