Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Schwab Market Update

Yields dipped and stock indexes, while lower, came off their worse levels after the Personal Consumption Expenditures price report for November had a lower-than-expected 0.1% rise.
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With economic growth rising at a stronger rate than expected for this part of the cycle and inflation holding above the 2.0% target, the Fed appears more cautious about the need for rate cuts.

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Gearshift

We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
Market Outlook

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Commentary

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.
Sector Views

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