Markets & Economy
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Markets & Economy
Monday's Schwab Market Update Podcast
The Fed meets but no rate change is expected, and the U.S. Treasury auctions $125 billion in debt this week. Ford and Palantir report today, and the SPX is up 9 straight days.
Today's Options Market Update
The unemployment rate remained at 4.2% in April, while jobs growth hit 177,000, indicating the labor market is relatively healthy. Apple and Amazon fell as earnings disappointed.
Weekly Trader's Outlook
Stocks maintained decent bullish momentum, supported by strong mega-cap tech earnings reports and improving sentiment around trade negotiations.
Jobs Growth Beats Expectations
The unemployment rate remained at 4.2% in April, while jobs growth hit 177,000, indicating the labor market is relatively healthy. Apple and Amazon fell as earnings disappointed.
Looking to the Futures
The Russell 2000 is down 11% for the year, nearly twice as much as the large-cap indexes.
Markets & Economy
Consumer Sentiment: Does It Matter?
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
Washington: What to Watch Now
A massive budget bill of tax and spending cuts, as well as a debt ceiling debate loom as Congress returns from its Easter recess.
Recessions' History Guide
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
Markets & Economy
Why is the Dollar Declining?
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Q1 2025 Tech Earnings
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
Markets & Economy
Tariffs: Potential Muni Impact
Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.
Stocks Fall on Fed, Trade Fear
Trump's criticism of Fed Chair Powell, along with lack of trade progress, hit stocks and pushed yields higher. The dollar reached new 3-year lows and gold made all-time highs.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Markets & Economy
No Earnings Rescue from Dollar
The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.
Corporate Bonds: 3 Takeaways
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.
Markets' Wild Rides
Markets have had a wild ride these past couple of weeks, alongside chaotic tariff-related news, with volatility (and its policy triggers) most elevated in the bond market.
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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.