Market Commentary

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Onward Archive

Muni Bonds and Extreme Weather

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

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On Investing

Welcome to the Next Temperamental Era

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.

Market Snapshot | February 2023

Market Snapshot | July 2026

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

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

2 Minutes on the Markets | Global Equity Insights

What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.

Active Semi-Transparent ETFs: What's Under the Hood?

Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.

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On Investing

What Happens After Peak Inflation? (With Keith McCullough)

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.

Schwab Market Update
Schwab Market Update Podcast

As Tech Struggles, Other Sectors Pick up the Pace

Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.