Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Making International Great Again?

Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

Commentary

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – March 2025

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

photo of concrete stairs
Bond Insights

Treasury Bonds: Why Are Yields Dropping?

Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?

Washington: What to Watch Now

Congress is scrambling to avert a potential government shutdown, as funding for government operations expires on March 14th.

The (Not So) Magnificent Seven?

Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.