Market Commentary

Timely takes on markets and the economy.

Market Commentary

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On Investing

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.

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Bond Insights

The Bond Market: Iran, Inflation & Interest Rates

Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.

Power and AI Boost Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

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Truce in Iran: Relief but Not Resolution

While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.

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On Investing

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.

What Is Preferred Stock? Basics, Benefits, and Risks

For those considering investing in preferred stocks, it's critical to understand the benefits, characteristics, and risks.

Gambler's Blues: Betting Isn't Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

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Adding Cryptocurrency to a Portfolio? 2 Approaches

Interested in adding cryptocurrencies to your portfolio? Here are two approaches to consider.

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.