Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Bond Insights

Beginning quantitative tightening soon after rate hikes is a big departure from the Federal Reserve’s past policy.
Market Commentary

The December payrolls report was mostly underwhelming and underscored persistent virus-related data distortions within the labor market.
Bond Insights

A change in fundamentals could make international bonds more attractive.
Market Commentary

Despite the strong year for stocks in 2021, markets have confidently priced in some negative trends gathering more momentum in 2022 which may help markets, should trends reverse.
Bond Insights

Revenue bonds account for nearly two-thirds of all investment-grade municipal bonds outstanding, but they tend to get less attention than general obligation bonds. Here’s what investors should know.
Bond Insights

TIPS can be a buffer against long-term inflation, but TIPS investing isn’t always straightforward. Here are answers to frequently asked questions.
2022 Schwab Market Outlook

As central banks begin reducing market liquidity, will economic growth keep markets afloat?
2022 Schwab Market Outlook

While economic stress is easing as we turn to 2022, so are the market’s stellar gains, as the virus continues to determine the expansion’s trajectory.
Bond Insights

Coupon income, not price appreciation, likely will be the main driver of total returns.

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