Sectors

Read our take on the stock market through a sector lens.

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Stock Sectors: What Are They? How Are They Used?

Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.

Q4 Tech Earnings: Will CapEx Take Bite of Profits?

Guidance and spending will be important to watch as analysts have their eyes on annual revenue growth, especially after news of DeepSeek shocked U.S. markets.

As Bank Earnings Arrive, Investors Seek Clarity

Fourth-quarter results from many of the biggest financial firms are expected this week, with the sector in a significantly different place than it was only a few months ago.

Optimism Improves Ahead of Q3 Retail Earnings

Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

What's New in Stock Sectors & Corporate Bonds?

Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.

Sector Views: Our Stock Sector Outlook

Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.