Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Sector Views

Sector Views: Monthly Stock Sector Outlook

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

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Will the Bitcoin Halving Cycle Persist?

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.

2 Minutes on the Markets | U.S. Insights

What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.

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On Investing

Reading the Markets After Fed Chair Warsh’s Debut

Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.

Fed Shifts to Hawkish Tune, But Keeps Rates Steady

The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.

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Bond Insights

2026 Mid-Year Outlook: Municipal Bonds

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

2 Minutes on the Markets | Fixed Income Insights

What's ahead for the bond market in the second half of 2026? SCFR's Collin Martin shares his insights.

Market Outlook

Schwab Market Perspective: Mid-Year Outlook

Our point of view on recent market and economic activity.

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On Investing

Midyear Outlook for Equities & Fixed Income

What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.