The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Find Market Commentary content
Bond Market Update – November 2025
Using Bonds Wisely in a Bull Market for Equities
What Happened to Germany's Spending Boom?
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
Fed Cuts Rates for the Second Time This Year
Muni Bonds: Where Are the Potential Opportunities?
Better Days (for Earnings)
What’s Causing Jitters in the Credit Markets?
Sector Views: Monthly Stock Sector Outlook