Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.
Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
Find Market Commentary content
2 Minutes on the Markets | Schwab Market Insights
Stocks Higher Early on Easing Consumer Price Data
Navigating the Global Earnings Boom
Muni Bonds and Extreme Weather
Welcome to the Next Temperamental Era
Market Snapshot | July 2026
Social Security Cuts? What Seniors Should Know
Great Moderation Era: Drift(ing) Away
2 Minutes on the Markets | Global Equity Insights