Market Commentary

Timely takes on markets and the economy.

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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 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.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

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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.

Investing in Pre-IPO Shares Via Private Markets

Specialized private marketplaces may make it possible for eligible investors to access some private company stock before the company goes public.

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On Investing

The Bond Market Strikes Back

Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.