Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Market Commentary
What our experts think about the recent stock market drop.
Market Commentary
Bearish sentiment is becoming a contrarian support; but for now, aggressive Fed action, tightening financial conditions, and the liquidity drain may keep downward pressure on stocks.
Market Commentary
The economy has slowed amid rising inflation, aggressive monetary policy tightening and persistent global supply chain crises. In turn, the U.S. stock market has weakened.
Bond Insights
Major central banks are hiking interest rates rapidly and shrinking their balance sheets in an effort to "normalize" policy. The question hanging over the market is, "What is a normal policy rate?"
Market Commentary
The world’s second-largest economy and consumer market has likely slipped into a recession, at least by China’s standards.
Bond Insights
The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
Market Commentary
The Fed raised rates by 50 basis points and confirmed the balance sheet runoff will start in June, while also ruling out a future steep hike of 75 basis points for now.
Market Commentary
Another burst of market volatility has confirmed that the peak in negative economic consequences—courtesy of tighter policy and slowing growth—is likely still ahead of us.
Market Commentary
Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.