Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
On Investing
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Bond Insights
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Market Outlook
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
Washington Watch
What is RIA Washington Watch?
Every quarter, RIA Washington Watch brings you the most up-to-date information on registered investment advisor news and policy changes to help your firm make informed decisions.
This report is current as of November 24, 2025
Schwab Market Update Podcast
Thursday's rally-killing plunge submerged AI stocks and sent the S&P 500 to 2-month lows. Sentiment data loom as major indexes and cryptocurrencies start below key chart levels.
On Investing
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Bond Insights
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.