Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Commentary

Bonds vs. Bond Funds: Which is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

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Bond Insights

Fed and Treasury Update: Higher-for-Longer Yields

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?

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Equity Diversification in an Era of Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

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On Investing

Why Good Economic News Isn't Always Good for Markets

What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.

Market Commentary

Schwab Market Insights

Schwab Market Insights provides an overview of market data and trends, with commentary, empowering investors with the information they need.

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Market Outlook

The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

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.

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Washington Watch

Washington: What to Watch Now

Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.