scroll50-dblclk

reii-genst

reii

genlp

Markets & Economy

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

Today's Options Market Update

Stocks are starting the week higher as investors position ahead of a Fed meeting and several mega-cap tech earnings reports.

January 26, 2026 • Nathan Peterson

#bcn-card--image--4531{display: none !important;}

#bcn-card--image--6759{display: none !important;}

Monday's Schwab Market Update Podcast

After a wild week of geopolitical volatility, investors track mega-cap earnings and a Fed meeting in days ahead, with no rate move seen. Four of the Magnificent 7 report this week.

January 26, 2026

#bcn-card--image--5933{display: none !important;}

Health Care Sector Faces Test

Investors are returning to health care stocks, but $1 trillion in government funding cuts and a looming pharma "patent cliff" are among the risks as Q4 earnings reports come due.

January 26, 2026

#bcn-card--image--5688{display: none !important;}

Gold, VIX Up on Tensions

After a wild week of geopolitical volatility and more over the weekend, investors await mega-cap earnings and Wednesday's Fed decision. Four of the Magnificent 7 report this week.

January 26, 2026

#bcn-card--image--5415{display: none !important;}

Looking to the Futures

Crude oil futures (/CLH26) ended the week higher after Russia seemed to downplay any hopes of a near-term settlement of the Ukraine/Russian conflict over territorial issues between the two nations.

January 26, 2026

#bcn-card--image--4150{display: none !important;}

Weekly Trader's Outlook

Stocks are on track for a relatively flat week, but investors may feel a little whipsawed following an early week drop and subsequent recovery on geopolitical volatility.

January 23, 2026

#bcn-card--image--5556{display: none !important;}

Rare Earths: Market Movers

Rare earth metals are critical inputs for modern economies and directly impact financial markets, but gaining exposure to these often-underappreciated metals can be difficult.

January 22, 2026

#bcn-card--image--7088{display: none !important;}

Municipal Bond Risks in 2026

While our outlook for the municipal bond market in 2026 is positive overall, we have identified five risks that we believe should be on investors' radar.

January 22, 2026

#bcn-card--image--9621{display: none !important;}

Q4 2025 Tech Earnings

Results from tech titans including Microsoft and Apple are on tap soon. Focus remains on cloud growth and spending after some stocks were punished for raising Cap-Ex last quarter.

January 22, 2026

#bcn-card--image--9247{display: none !important;}

Stocks Sink on Trade Tensions

U.S. stocks face broad sell-off and Treasurys plunge with investors rattled by tariff threats amid President Trump's push to acquire Greenland.

January 20, 2026

#bcn-card--image--2983{display: none !important;}

Year-End Targets

Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.

January 20, 2026

#bcn-card--image--3532{display: none !important;}

Washington: What to Watch Now

Congress is racing to pass six appropriations bills before the January 30 deadline, while the Supreme Court prepares to hear the administration's case against a Fed governor.

January 20, 2026

#bcn-card--image--7129{display: none !important;}

What's the VVIX?

The Cboe VVIX Index reflects the level of uncertainty about future market volatility. Learn how it can help gauge market sentiment and inform strategy decisions in VIX options.

January 15, 2026

#bcn-card--image--1350{display: none !important;}

Market Snapshot

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

January 14, 2026

#bcn-card--image--1926{display: none !important;}

Bonds: What Could Go Wrong?

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

January 14, 2026

#bcn-card--image--7822{display: none !important;}

What Is the Debt Ceiling?

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

January 13, 2026

#bcn-card--image--8897{display: none !important;}

EM: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

January 12, 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.