Market Commentary

Timely takes on markets and the economy.

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Commentary

Bonds vs. Bond Funds: Which is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

Schwab Market Update
Schwab Market Update Podcast

After Mild CPI, Investors Await PPI, Watch Yields

July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday.

Today's Options Market Update

Today's Options Market Update

Stocks are modestly higher and Treasury yields are falling following this morning’s cooler-than-expected Producer Price Index (PPI) report.


Looking to the Futures

Looking to the Futures

Rising grain futures contribute to live cattle downward trend

Schwab Market Update
Schwab Market Update Podcast

CPI Looms After Soft Start to Week as Oil Climbs

Rising oil and stubbornly high yields sent stocks down Tuesday for the fourth session in five as investors await today's CPI data. Headline CPI is seen at 0.1%, with core at 0.2%.

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Bond Insights

Fed and Treasury Update: Higher-for-Longer Yields

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?

Schwab Market Update
Schwab Market Update Podcast

CPI Looms Along with AI Results, but Iran in Focus

Though tomorrow's CPI data is the week's big report, several AI infrastructure firms share results later and eyes are on oil and Iran. There's little progress toward a resolution.

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Equity Diversification in an Era of Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

Schwab Market Update
Schwab Market Update Podcast

After Record S&P 500 Finish, Iran and Yields Eyed

The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.