Market Commentary

Timely takes on markets and the economy.

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Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – November 2025

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

WashingtonWise Using Bonds Wisely in a Bull Market for Equities Episode 128
Washington Wise

Using Bonds Wisely in a Bull Market for Equities

The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?

What Happened to Germany's Spending Boom?

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.

On Investing logo
On Investing

The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

Federal Reserve building

Fed Cuts Rates for the Second Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.

birds-eye view of skyscrapers
Bond Insights

Muni Bonds: Where Are the Potential Opportunities?

Municipal bonds offer tax-adjusted yields, generally high credit quality, and other advantages that may make them attractive investments.

Market Outlook

Better Days (for Earnings)

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.

On Investing logo
On Investing

What’s Causing Jitters in the Credit Markets?

Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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