Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
Jobs Data Fail to Move Needle, Investors Await CPI
Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.
Stocks Up Despite Fading Rate Cut Hopes Before CPI
Despite lower rate cut hopes after the jobs report, stocks climbed with tech leading as investors await Friday's CPI. Cisco, AppLovin, and McDonald's dropped following earnings.
Looking to the Futures
Crude oil futures ended Wednesday higher, as energy traders see no easing of U.S./Iranian geopolitical tensions.
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
After Head-Spinning Week, Job and CPI Data Awaited
Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
Consumer Sentiment Next After Amazon Disappoints
Investors digest Amazon's earnings miss and free-falling crypto as they await what's expected to be gloomy consumer sentiment data. The Nasdaq 100 is down 4% so far this week.