Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
On Investing
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.
Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.
Schwab Market Update Podcast
Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
Sector Views
Our outlook on the 11 S&P 500 equity sectors.
On Investing
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.