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Markets & Economy

Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.

SCOTUS Rejects Trump Tariffs

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.

February 20, 2026 • Schwab Center for Financial Research

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Weekly Trader's Outlook

Major indices are on track for modest gains during a busy news week with increased uncertainty around tariffs, Iran, and monetary policy.

February 20, 2026

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Today's Options Market Update

Stocks overcame early weakness that stemmed from reports on inflation and GDP after the Supreme Court struck down some of President Trump's tariff authority.

February 20, 2026

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Stocks Dip on GDP, PCE Reports

December PCE prices came in slightly above expectations, while a first estimate for economic growth at the end of 2025 landed far below estimates, sending major indexes lower.

February 20, 2026

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Looking to the Futures

Chicago wheat took off in Thursday’s trading with outlook being a common theme for traders and analysts.

February 20, 2026

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Washington: What to Watch Now

The Department of Homeland Security has shut down, but impact has been limited so far. Here's what to expect.

February 19, 2026

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Muni Bonds: 3 Key Questions

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.

February 18, 2026

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Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

February 17, 2026

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Perspective: Riding the Waves

Our point of view on recent market and economic activity.

February 12, 2026

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Covered-Call ETF: What to Know

Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.

February 11, 2026

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Taylor Rule Provides Rate Guide

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.

February 11, 2026

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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.

February 11, 2026

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Geopolitical Risk is Evolving

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

February 09, 2026

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Monday's Schwab Market Update Podcast

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.

February 09, 2026

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Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

February 05, 2026

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Stock Sector Outlook

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

February 05, 2026

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Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.

February 04, 2026

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Insights & Education are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.