Market Commentary

Timely takes on markets and the economy.

Market Commentary

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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.

Q2 Tech Earnings Preview: Chips, Memory, Software

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

Bond Insights

Buying a Muni Below Par? Reasons to Think Twice

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

WashingtonWise Congress Heads Out, but Washington Keeps Working Ep. 144
Washington Wise

Congress Heads Out, but Washington Keeps Working

There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?

Divided Fed Leaves Interest Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

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Why Bitcoin's Attack Costs Matter for Valuation

Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.

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On Investing

AI Concentration & the Case for Rebalancing

As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.