Market Commentary

Timely takes on markets and the economy.

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On Investing

Mixed Signals & Moving Targets

Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.

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Bond Insights

Three Key Questions Facing the Muni Bond Market

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.

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Market Outlook

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

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What Is a Trade War? What Investors Need to Know

A trade war occurs when countries impose retaliatory tariffs. Learn more about how trade wars begin and how they can impact markets, industries, and investors.

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On Investing

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

Washington Watch Washington Watch, Washington Watch

RIA Washington Watch: Six issues that could move markets in 2026



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Bond Insights

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – February 2026

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.