Market Commentary

Timely takes on markets and the economy.

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Jevons Paradox and the Economics of Crypto Tokens

Jevons Paradox helps explain how lower blockchain costs may boost adoption—and why token value depends on usage growth outpacing supply.

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Washington Watch

Washington: What to Watch Now

A look at the latest developments in Washington, including what to watch in the midterms, Social Security's cost-of-living adjustment, and companies saying no to tokenized shares.

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On Investing

Can Bonds Still Do Their Job?

Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.

WashingtonWise Skip the Midterm Noise—Think Like the Markets Ep. 148
Washington Wise

Skip the Midterm Noise—Think Like the Markets

Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?

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Bond Insights

What Do Higher Yields Mean for Retirement Income?

Higher bond yields may offer retirees more income potential, but a diversified approach that balances income, risk, and spending needs remains important.

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Crypto Key Debates: Chainlink and Avalanche

We analyze the key questions and considerations surrounding Chainlink and Avalanche and their native tokens.

Market Outlook

Schwab Market Perspective

Our point of view on recent market and economic activity.

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On Investing

Who's Financing the AI Boom? (With Bryan Whalen)

TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.