A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
Find Market Commentary content
When to Consider Out-of-State Munis
What's in the Fed's Toolbox?
Schwab Market Perspective
A Sigh of Relief on Inflation
Muni Bonds and Extreme Weather
Navigating the Global Earnings Boom
Welcome to the Next Temperamental Era
Market Snapshot | July 2026
Great Moderation Era: Drift(ing) Away