Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

There are signs that some previous "rolling recessions" are starting to turn into rolling recoveries.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Market Commentary

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Market Commentary

Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Wall Street Journal reporter Dion Rabouin discusses his process for analyzing what's happening in the markets.
Bond Market Update – May 2020
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.
Bond Insights

Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.
Market Commentary

Inflation looks to still be trending lower, but a relatively stubborn decline will likely inspire the Fed to start cutting rates later (and slower) than expected.
Market Commentary

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.

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