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Markets & Economy

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

Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 2026 • Liz Ann Sonders • Kevin Gordon • Collin Martin • Michelle Gibley • Chris Ferrarone

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Rates, Risk, and Resilience

Stocks tread water as the Fed tightens and the 10-year yield hits 5%, AI and chip shares slump with earnings weeks away, and crypto takes a stalled bill in stride.

September 18, 2026

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Looking to the Futures

Treasury futures are trading up Thursday afternoon following the Federal Reserve’s decision to raise the target interest rate to the 375-400 range.

September 18, 2026

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Stocks Retreat, Yields Up

Stocks eased from Thursday's wide rally early as yields rose and the Bank of Japan raised rates. It's triple witching day, so trading activity and volatility might be above normal.

September 18, 2026

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Today's Options Market Update

Stocks are higher across the board around midday as lower oil prices and Treasury yields give the bulls an assist.

September 17, 2026

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Fed's Dual Mandate Explained

The Fed's dual mandate requires it to promote maximum employment and price stability. Learn how these goals can conflict and what they can tell investors about Fed policy.

September 17, 2026

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Fed Hikes in 12-0 Vote

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

September 16, 2026

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Short Interest Monitor: 9/16

The Short Interest Monitor tracks stocks with elevated and rising short interest. The latest edition features tech firms as well as aerospace and aviation companies.

September 16, 2026

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Washington: What to Watch Now

Markets await a possible Fed rate hike as Congress weighs Trump's dividend proposal, a limited fall session, and a Senate vote on crypto regulation.

September 15, 2026

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How to Read an Earnings Report

Learn how to read an earnings report step by step, from analyzing the balance sheet and cash flow statement to assessing guidance and management commentary.

September 15, 2026

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Reconsidering European Stocks

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

September 14, 2026

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Monday's Schwab Market Update Podcast

Last Friday's 0.3% monthly core CPI growth for August raised chances of a Fed rate hike Wednesday. Data is thin, so oil and a possible test of 5% for the 10-year note could be key.

September 14, 2026

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Market Snapshot

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

September 11, 2026

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Stocks remained range-bound, but underlying market volatility, sector rotation, rising oil prices, Treasury yields, and positioning ahead of next week's FOMC meeting kept the outlook cautious as equities tested key support levels.

September 11, 2026

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Take a Hike

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.

September 09, 2026

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MOVE Index Explained

The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.

September 09, 2026

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Global Diesel Supply Crunch

Wars have left global refineries struggling to meet demand for diesel fuel, pushing U.S. diesel exports to a record high and raising costs for businesses and consumers.

September 08, 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.