Each month, Schwab Market Insights highlights key economic data, market trends, and portfolio considerations, giving investors our view of what's happening and what it might mean for their investments.
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
Find Market Commentary content
Fed Rate Hikes: Stocks, Bonds & the Economy
What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)
Midterms: Policy, Politics & Your Portfolio
Market Snapshot | October 2026
Inside Job(s): AI's Labor Market Impact
2 Minutes on the Markets | Schwab Market Insights
Schwab Market Insights
Why Investor Positioning Matters More Than Ever (With Eric Liu)
Sector Views: Monthly Stock Sector Outlook