Schwab Market Perspective

Published on March 17, 2026

Iran-related geopolitical risk has boosted stock volatility, especially in sectors like Energy. Uncertainty remains high and there are a range of scenarios for how this conflict could be resolved and how it might affect economic conditions and markets.

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Treasury Bond Yields Don’t Lie: But Wars Don’t Drive Them

March 17, 2026
This past weekend, Adam Taggart and I discussed what happens to Treasury bond yields when the United States enters a military conflict. The conventional wisdom is reflexive and tidy.

Equilibrium and the Dentist in Poughkeepsie

March 17, 2026
The word 'equilibrium' is an invitation to recognize that nothing exists by itself, alone. Subject and object are two sides of the same coin – their interaction is a single phenomenon. That perspective can offer a great deal of insight about economics, financial markets, speculative bubbles, passive investing, and nearly everything in existence.