Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.

Each month, Schwab Market Insights highlights key economic data, market trends, and portfolio considerations, giving investors our view of what's happening and what it might mean for their investments.

Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.

Our outlook on the 11 S&P 500 equity sectors.

Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.

The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.

Jevons Paradox helps explain how lower blockchain costs may boost adoption—and why token value depends on usage growth outpacing supply.

A look at the latest developments in Washington, including what to watch in the midterms, Social Security's cost-of-living adjustment, and companies saying no to tokenized shares.

Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.