scroll50-dblclk

reii-genst

reii

genlp

Markets & Economy

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

Monday's Schwab Market Update Podcast

A Fed rate decision and a crowded earnings and economic calendar feature this week. Highlights include GDP and PCE data as well as earnings from Microsoft, Meta, Apple, and Amazon.

July 27, 2026

#bcn-card--image--4604{display: none !important;}

#bcn-card--image--5853{display: none !important;}

Today's Options Market Update

Stocks opened higher today, coupled with lower oil prices and bond yields, following news that the U.S. is pausing attacks on Iran, but have struggled to hold onto those gains around midday.

July 27, 2026

#bcn-card--image--8803{display: none !important;}

AI Adds to Inflation Concerns

Some argue AI will cool inflation over the long term, but the historic buildout is driving up demand and prices for a range of tech products, adding to inflationary pressures.

July 27, 2026

#bcn-card--image--2608{display: none !important;}

Stocks Rise Early as Oil Falls

Crude oil prices tumbled after the U.S. paused attacks in Iran and Iran said it would also pause. The Fed meets this week, and four of the Magnificent 7 report earnings.

July 27, 2026

#bcn-card--image--7332{display: none !important;}

Looking to the Futures

Crude oil futures (/CL) saw some profit-taking selling on Friday.

July 27, 2026

#bcn-card--image--9572{display: none !important;}

Weekly Trader's Outlook

Stocks are on track for modest weekly losses, particularly in the technology space, as rising oil prices and higher Treasury yields keep investors sidelined, despite strong earnings reports.

July 24, 2026

#bcn-card--image--1720{display: none !important;}

Clarity Act and Credit Spreads

This week's update includes analysis of China's approach to AI, thoughts on another potential government shutdown, a Clarity Act check-in, and a look at credit spread trends.

July 24, 2026

#bcn-card--image--2202{display: none !important;}

Health Care Earnings Preview

Government cuts are hitting insurers and care providers, while some pharmaceutical companies are reaping the benefits of innovative obesity and diabetes drugs.

July 23, 2026

#bcn-card--image--9784{display: none !important;}

Q2 Mag 7 Earnings Preview

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and capital expenditures to guidance and company-specific trends.

July 21, 2026

#bcn-card--image--5905{display: none !important;}

Inside the Fed’s Toolbox

What the Fed's monetary-policy tools signal about the market.

July 21, 2026

#bcn-card--image--5125{display: none !important;}

Washington: What to Watch Now

Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.

July 21, 2026

#bcn-card--image--7892{display: none !important;}

Schwab Market Perspective

Our point of view on recent market and economic activity.

July 17, 2026

#bcn-card--image--5636{display: none !important;}

Whispers, Warnings, Wild Cards

As the heart of earnings season looms, this week's trading continued to reveal tensions between what markets are showing on the surface and what lies beneath.

July 17, 2026

#bcn-card--image--9735{display: none !important;}

The Short Interest Monitor

The Short Interest Monitor tracks stocks with elevated and rising short interest. Explore the latest edition to gauge investor sentiment and positioning in key areas of the market.

July 14, 2026

#bcn-card--image--4594{display: none !important;}

Service Prices a Worry for Fed

Inflation in the services sector has gained steam in recent months, making life harder for Federal Reserve policymakers regardless of what happens with oil prices.

July 13, 2026

#bcn-card--image--1538{display: none !important;}

Q2 2026 Bank Earnings Ahead

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.

July 13, 2026

#bcn-card--image--9873{display: none !important;}

The Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

July 13, 2026

(0725-N3Y8)

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.