Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
top view of waves crashing on rocks

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.

Washington Watch Washington Watch, Washington Watch

RIA Washington Watch: Six issues that could move markets in 2026



Where Should the Fed Set Rates? Ask Taylor

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.

Income-Generating ETFs: Covered-Call vs. Dividend?

Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.

ocean wave
Bond Insights

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – February 2026

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

On investing logo
On Investing

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.

Market Snapshot | February 2026

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