Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Today's Options Market Update
Equites reversed early gains that came from a softer-than-expected August nonfarm payroll report and have turned lower in midday trading as investors assess the economic implications.
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Weekly Trader's Outlook
Markets limped into the weekend after Friday's early morning sell-off reversed what had all been a new all-time high print in the S&P 500.
Stocks Fluctuate on Jobs Data
Jobs growth in August landed below expectations and previous months' data was revised downward again ahead of the next Fed decision about rates. The unemployment rate rose to 4.3%.
Looking to the Futures
Live cattle dipped for a second straight day on Thursday on governmental regulations and technical pressures.
Markets & Economy
Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
Washington: What to Watch Now
Congress returns to Washington facing a busy agenda, including tariffs, a potential government shutdown, cryptocurrency legislation and disputes about the Federal Reserve.
Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
Markets & Economy
How to Read the Fed Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
International Bonds Outlook
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.
Weak Dollar's Impact on Returns
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Markets & Economy
Q2 Nvidia Earnings
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
Monday's Schwab Market Update Podcast
Nvidia earnings on Wednesday and PCE inflation on Friday could determine Wall Street's path in coming days, along with several Treasury auctions. Powell gave stocks a boost Friday.
Health Sector Still Struggling
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
Markets & Economy
Q2 2025 Retail Earnings
Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.
Inflation: The Heat Is On?
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Perspective: Downshifting
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
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Insights & Ideas 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 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.