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
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.
Markets and Economy
Stocks Down as Oil, Yields Up
Strong private sector jobs growth of 122,000 didn't initially give markets a boost because attention appears focused on fresh Middle East tension that sent oil and yields higher.
Government Policy
Washington: What to Watch Now
Kevin Warsh is officially the 17th Federal Reserve chair, senators punt immigration enforcement bill debate to early June, and SEC Commissioner Hester Peirce announces retirement.
Rising Yields Highlight Muni Opportunities
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
Digital Stock Market Is Coming
Tokenization is often associated with cryptocurrency, but now Wall Street is looking to tokenize stocks. What do investors need to know about a digital stock market?
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
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.
Markets and Economy
Eyes on Jobs | Week Ahead
May jobs data is out Friday. Hiring has shown resilience despite global instability, said Kevin Gordon, head of macro research and strategy at SCFR, in his look at the week ahead.
Higher for Longer
RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.
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
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.
International
Iran: Relief vs. Resolution
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
Fixed income
Insights on the latest developments in fixed income and currency markets
Higher for Longer
RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.
Rising Yields Highlight Muni Opportunities
Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.
Fixed Income
CD or Treasury? How to Choose
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
Inflation Stays Sticky
Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.
Government affairs
Our take on policy decisions that may affect markets and investments
Digital Stock Market Is Coming
Tokenization is often associated with cryptocurrency, but now Wall Street is looking to tokenize stocks. What do investors need to know about a digital stock market?