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

Short-term Treasury yields rose after both headline and core CPI data outpaced expectations, boosting odds of a Fed rate hike. Stocks dipped early on the news.

October 14, 2026 • Joe Mazzola

#bcn-card--image--4602{display: none !important;}

#bcn-card--image--4193{display: none !important;}

Looking to the Futures

US Treasury notes settled into a lower trading range with equity markets providing some support during yesterday's session.

October 14, 2026

#bcn-card--image--5841{display: none !important;}

Yields Higher on CPI Data

Short-term Treasury yields rose after both headline and core CPI data outpaced expectations, boosting odds of a Fed rate hike. Stocks dipped early on the news.

October 14, 2026

#bcn-card--image--3809{display: none !important;}

Washington: What to Watch Now

A look at the latest developments in Washington, from Trump Accounts and SEC vacancies to retirement plans and the approaching midterm elections.

October 13, 2026

#bcn-card--image--4959{display: none !important;}

Q3 2026 Bank Earnings Ahead

Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.

October 12, 2026

#bcn-card--image--3205{display: none !important;}

Q3 2026 Bank Earnings Ahead

Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.

October 12, 2026

#bcn-card--image--4506{display: none !important;}

Rising Rates & Global Equities

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.

October 12, 2026

#bcn-card--image--6416{display: none !important;}

Monday's Schwab Market Update Podcast

Major banks kick off third quarter earnings season this week as markets grapple with elevated Treasury yields, energy supply disruptions, and ongoing geopolitical tensions.

October 12, 2026

#bcn-card--image--2498{display: none !important;}

Breadth, Bulls, and AI Shifts

Stocks eye record highs as breadth improves, clients diversify exposure, AI reshapes a few industries, and earnings season kicks off with tech leading the pack.

October 09, 2026

#bcn-card--image--7309{display: none !important;}

Weekly Trader's Outlook

Major indexes reached record highs, but momentum divergences and defensive rotation suggest a more cautious backdrop. Oil prices and Treasury yields remain key variables.

October 09, 2026

#bcn-card--image--9956{display: none !important;}

Fed Hikes and Your Portfolio

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

October 09, 2026

#bcn-card--image--9985{display: none !important;}

AI's Labor Market Impact

AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.

October 07, 2026

#bcn-card--image--4408{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.

October 07, 2026

#bcn-card--image--8323{display: none !important;}

Are IPOs a Bearish Signal?

IPO booms are often viewed as a warning sign by investors because of what they imply about market sentiment, but history shows using them as a timing tool can be a mistake.

October 07, 2026

#bcn-card--image--8527{display: none !important;}

Consider European Equities

Have years of U.S. market leadership left your wealth overconcentrated? European stocks may offer portfolio diversification across sectors, currencies, and economic drivers.

October 06, 2026

#bcn-card--image--3112{display: none !important;}

Stock Sector Outlook

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

October 02, 2026

#bcn-card--image--5297{display: none !important;}

Fed Fights With Tool Mismatch

The Federal Reserve's interest rate hike targets demand, but the bulk of the current inflationary pressures come from the supply side.

September 28, 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.