The Evolving Nature of Equity Quality in the Age of AI

Published on July 20, 2026

Investors must determine what the AI capital-spending surge means for long-term business durability.

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Schwab Market Perspective

July 20, 2026
It seems to be the end of the Great Moderation Era for the U.S. economy. The Great Moderation Era—which marked most of the two decades leading up to the COVID-19 pandemic—is drifting away into what we call the new Temperamental Era.

Inflation Data, Early Earnings and Geopolitics Shape the Market Outlook

July 20, 2026
Financial markets were eventful this week, with key inflation reports, Federal Reserve (Fed) Chair Warsh’s first semiannual testimony to Congress, renewed Middle East tensions, and the start of earnings season all helping shape the narrative.