Market Commentary

Timely takes on markets and the economy.

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Bond Insights

Why Is the U.S. Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

Dominoes: Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

The State of Rates and the Bond Market During Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

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Bond Insights

Why the Tariff Rollout Spooked the Muni Market

Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.

Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Weathering Market Volatility: Can Dividends Help?

Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

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Bond Insights

Market Volatility and Corporate Bonds: 3 Takeaways

Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.

Upside Down(side): Markets' Wild Rides

Markets have had a wild ride these past couple of weeks, alongside chaotic tariff-related news, with volatility (and its policy triggers) most elevated in the bond market.

Tariffs and Trade Navigating the Markets

Navigating the Markets: Tariffs and Trade

Schwab’s chief strategists share their perspectives on tariffs, trade, and the markets.