Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

As 2020 draws to a close, economic momentum is fading with infection rates on the rise, governments responding with more lockdowns, and few prospects for any major near-term fiscal stimulus. However, the global economy has the potential to make a full recovery in 2021, rebounding from the -4.4% decline in 2020 with growth of +5.2% in 2021, according to current estimates from the International Monetary Fund (IMF).

Bond Insights

Ten-year Treasury bond yields may rise as high as 1.6% in 2021, reflecting prospects for faster economic growth.
Schwab Market Perspective: Vaccine News Improves Outlook
Market Commentary

Actual third-quarter earnings may be less important than what business leaders say about their expectations.
Market Commentary

Debate over another round of coronavirus aid and economic stimulus likely will be at the top of the agenda for the post-election session.
Market Commentary

Reports of a successful vaccine trial send stocks higher. What does it mean for the economy?
Election Day to Inauguration Day: a test for global stock markets
Market Commentary

Stock market performance during the transition period between outgoing and incoming U.S. presidents tends to be more dependent on the economic cycle than the election results.
Bond Market Update – May 2020
Bond Insights

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
Still the Same: Fed Keeps Monetary Policy Steady
Market Commentary

The Fed did not add to this week’s uncertainties and kept rates unchanged, while also providing no new information with regard to its balance sheet.
Bond Insights

We’re staying focused on the Federal Reserve, and looking for opportunities to generate income while mitigating risk.

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