Commentary
Commentary content
Schwab Market Update Podcast
Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
Market 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.
Market 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.
Bond Insights
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.
Commentary
Why hasn't the broader global economy felt the full effect of tariffs on imports?
Commentary
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Commentary
From "how" to "why now," here are four things investors should understand about bond investing.
Market Commentary
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.