Market Commentary

Timely takes on markets and the economy.

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Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

U.S. Capitol
Washington Watch

Washington: What to Watch Now

Trump Accounts launch with new guidance, the Supreme Court reinforces Fed independence, and an affordable housing bill moves toward becoming law.

2 Minutes on the Markets | Global Equity Insights

What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.

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.

Active Semi-Transparent ETFs: What's Under the Hood?

Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.

On Investing logo
On Investing

What Happens After Peak Inflation? (With Keith McCullough)

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.

Schwab Market Update
Schwab Market Update Podcast

As Tech Struggles, Other Sectors Pick up the Pace

Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

arial view of a winding stream through a forest

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.