Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Outlook

Relatively hot inflation reports might be blips, but they reinforce why the Fed's rate-cutting cycle might be more gradual, which could be a better backdrop for stocks.
Market Commentary

Sentiment data is beginning to match relatively strong "hard" economic data.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.
Market Commentary

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.
Bond Market Update – May 2020
Bond Insights

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

While focus remains on when the Fed will start cutting rates, history suggests other factors must be looked at when assessing forward stock market performance.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.
null
Market Commentary

As expected, the Fed held rates steady in January, but importantly downplayed the likelihood that rate cuts will start as soon as March.

Find Market Commentary content