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Markets & Economy

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

Today's Options Market Update

Though SpaceX and AMD fell early despite better-than-expected results, stocks hit new highs on peace hopes and as Eli Lilly and Disney impressed. ADP jobs growth missed consensus.

August 05, 2026 • Joe Mazzola

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Sentiment Boxes to Check

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.

August 05, 2026

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The Way You Make Me Feel

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

August 05, 2026

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Looking to the Futures

Profit margins for refineries declined over the past week as crude inventories have decreased faster than refined product supplies.

August 05, 2026

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Stocks up Early, SpaceX Falls

Though SpaceX and AMD fell early despite better-than-expected results, stocks hit new highs on peace hopes and as Eli Lilly and Disney impressed. ADP jobs growth missed consensus.

August 05, 2026

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Washington: What to Watch Now

Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.

August 04, 2026

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Monday's Schwab Market Update Podcast

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

August 03, 2026

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Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026

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Stock Sector Outlook

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

July 31, 2026

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Confidence Dips, Stocks Wobble

As the S&P 500 breaks through a support line, consumer confidence retreated. Meanwhile, broad-based tariffs are back under a new justification.

July 31, 2026

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Stocks are on track for modest weekly gains, despite a volatile post-FOMC reaction in the bond market. Strong cloud services growth from hyperscalers Amazon and Microsoft has helped offset rising Treasury yields.

July 31, 2026

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Muni Below Par? What to Know

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

July 30, 2026

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Trump Accounts: What to Know

Learn how Trump Accounts could help families save for their children's futures with flexible contributions and tax-free growth potential.

July 29, 2026

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Fed Leaves Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

July 29, 2026

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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 28, 2026

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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

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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

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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.