Fed's Rate Hike Adds Yield Uncertainty, Clarity Act Vote Failing Hits Bitcoin Sentiment
"Inflation is still just too sticky," the big reason Charles Schwab's Collin Martin sees for the Fed raising interest rates. He makes the case for one or two more rate hikes before the end of 2026 even as Fed Chair Kevin Warsh stays cautious on offering guidance. As Treasury yields rally, Collin ...
What's Behind the Fed's Rate Hike?
Liz Ann Sonders and Collin Martin analyze the Federal Reserve’s latest rate hike. They unpack why the Fed acted now, arguing that inflation remains too persistent despite a resilient economy, strong labor market, and robust consumer spending. They discuss the Fed's updated projections, which sugg...
Closing Bell Overtime: Rates Go Wild 9/23/26
Yields shot up today with the 10-year reaching levels last seen in 2007. Stocks were lower, but by less than might be expected. Schwab’s Collin Martin breaks down what happens next before Wells Fargo’s Ohsung Kwon talks the equities impact. CRF’s Richard Haass previews the Trump-Xi summit. Our Di...
Bond Market Has a Message: Is Anyone Listening?
With the Federal Reserve hiking its baseline interest rate for the first time in more than three years and bond yields rising to levels not seen in two decades, the bond market has been top-of-mind for investors lately. On this episode of WashingtonWise, host Mike Townsend sits down with Collin M...
Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence
Collin Martin (@CharlesSchwab) sees one more interest rate hike from the Fed with a second "very likely" before the end of 2026. He outlines his case for further hikes and offers a closer look into the "junk bond" market, which has seen more interest during the AI buildout. Alexandra Semenova mak...
Why Investor Positioning Matters More Than Ever (With Eric Liu)
This week’s episode explores the growing tension between resilient economic growth, cooling inflation data, and rising interest rates. Liz Ann Sonders and Collin Martin discuss the recent flattening of the Treasury yield curve, the latest inflation and GDP reports, and what higher yields mean for...
SPX Equal Weight Sees 7th Week of Losses, Hidden Strength in September Jobs Report
There's some strength under the surface of the weaker-than-expected September jobs report, though as Collin Martin of Charles Schwab states, pointing to stability for the labor market. However, Treasury yields are keeping equity investors on edge. Alexanandra Semenova addresses concerns of market...
From Felony Charges to 16 Years Sober: A Hairdresser's Incredible Comeback with Collin Martin
What happens when addiction, crime, and a broken system collide—and someone finds a way back? In this episode, Hanzo Shears educator Collin Martin shares his remarkable journey from felony drug charges and homelessness to 16 years of sobriety and a successful career educating hairdressers across ...
What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)
This week’s episode connects two of the biggest themes driving markets today: rising bond yields and a rapidly evolving labor market.
Collin Martin and Liz Ann Sonders discuss why higher Treasury yields matter far beyond the bond market. They explain how rising yields affect mortgage rates, borro...
CPI Needs Strong Upside Surprise to Shake Fed, Factors Behind 10-Year Yield Rally
What will Wednesday's CPI print mean for the Fed's interest rate cycle? Collin Martin of Charles Schwab expects one more rate hike between now and end of year, but not until December. He believes the numbers need to show a sharp upside surprise for the FOMC to hike rates again in October, noting ...
