Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Schwab Market Update
Weak jobs data hurt yields but stocks rose on media reports of Trump speaking with Chinese President Xi. Jobless claims hit eight-month highs and services sector layoffs soared.
Looking to the Futures
The Canadian dollar continued its resurrection from lows yesterday after the Bank of Canada (BoC) held rates steady for the second time in a row.
Fixed Income Outlook: Cool and Cloudy
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
2025 Mid-Year Outlook: Global Stocks and Economy
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
Are Tariffs Over? Court Ruling Isn't the End
Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
Weekly Trader's Outlook
Stocks are on track for weekly gains, as markets digest a sprinkling of both positive and negative trade-related developments throughout the week.
Credit Spreads: Under the Radar, but Influential
Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.
Nvidia on Deck with Tariffs, Blackwell Sales Eyed
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
No Hard Feelings: Soft vs. Hard Divide Persists
There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.