Market Commentary

Timely takes on markets and the economy.

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Top Five Global Investment Risks In 2021
Market Commentary

Risk is often the result of a very high degree of confidence among market participants in one specific outcome.
2021 Schwab Market Outlook

With COVID-19 vaccines on the horizon, the longer-term economic outlook appears brighter.
2021 Schwab Market Outlook

Stocks head into 2021 having crossed the COVID chasm; but the economy has more work to do. Will vaccines get us to the other side?
Bond Insights

We expect the municipal bond market to return to a sense of normalcy in 2021.
2021 Schwab Market Outlook

As 2020 draws to a close, economic momentum is fading with infection rates on the rise, governments responding with more lockdowns, and few prospects for any major near-term fiscal stimulus. However, the global economy has the potential to make a full recovery in 2021, rebounding from the -4.4% decline in 2020 with growth of +5.2% in 2021, according to current estimates from the International Monetary Fund (IMF).

Bond Insights

We don’t believe 2021 will be as bumpy as this past year, and corporate bond investments appear relatively attractive today.
Bond Insights

Ten-year Treasury bond yields may rise as high as 1.6% in 2021, reflecting prospects for faster economic growth.
Market Commentary

The S&P 500 posted the worst week since March, losing 5.6% over five trading sessions.
“De-globalization” Already Happened And It Didn’t Matter
Market Commentary

In 2020, politics and the pandemic have led to a lot of speculation that they could bring about an end to the rise of globalization—yet that began over a decade ago.

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