Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Snapshot | October 2026

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

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.

Market Commentary

Schwab Market Insights

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.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

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On Investing

Why Investor Positioning Matters More Than Ever (With Eric Liu)

What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.

Investing Amid Geopolitical Fragmentation

Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.

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On Investing

What Record Highs Might Be Hiding

The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.

Bond Insights

Fed Hikes: What's Next for Treasury Yields?

The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.

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On Investing

What's Behind the Fed's Rate Hike?

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?