Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Bond Insights

Do Munis Still Deserve a Place in Your Portfolio?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

European Stocks: Reasons to Reconsider

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

On Investing
On Investing

The Housing Market's Demographic Reckoning (With Ivy Zelman)

Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.

Market Snapshot | September 2026

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

Market Outlook

Take a Hike: Rate Hikes and Market Impacts

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.

Market Commentary

Schwab Market Insights

Schwab Market Insights provides an overview of market data and trends, with commentary, empowering investors with the information they need.

2 Minutes on the Markets

2 Minutes on the Markets | Schwab Market Insights

Kasey McCurdy, Schwab Wealth Advisory Chief Portfolio Strategist, highlights key charts and portfolio views from the Schwab Market Insights.

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On Investing

Warsh's Hawkish Turn: What It May Mean for Investors

Liz Ann Sonders and Collin Martin discuss why the speed and purpose of rate hikes may matter more than any specific interest-rate level.

Songs of Experience: Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.