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.
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.
Find Market Commentary content
Market Snapshot | October 2026
2 Minutes on the Markets | Schwab Market Insights
Schwab Market Insights
Sector Views: Monthly Stock Sector Outlook
Why Investor Positioning Matters More Than Ever (With Eric Liu)
Investing Amid Geopolitical Fragmentation
What Record Highs Might Be Hiding
Fed Hikes: What's Next for Treasury Yields?
What's Behind the Fed's Rate Hike?