Market Commentary

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Bond Insights

Fed Rate Hikes: Stocks, Bonds & the Economy

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

WashingtonWise Midterms: Policy, Politics & Your Portfolio  Ep. 147
Washington Wise

Midterms: Policy, Politics & Your Portfolio

Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?

Inside Job(s): AI's Labor Market Impact

AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.

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 Snapshot | October 2026

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

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.

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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.

Sector Views

Sector Views: Monthly Stock Sector Outlook

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

Investing Amid Geopolitical Fragmentation

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