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Markets & Economy

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

Stock Sector Outlook

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

October 02, 2026 • Schwab Center for Financial Research

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Rates Impact Dollar, Diesel

Rising yields lift the dollar and mortgage rates, breadth narrows sharply as the broader market stays near its highs, and bitcoin whipsaws after a softer inflation report.

October 02, 2026

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Oil prices moved higher Thursday after Chinese refiners reportedly suspended refined-product exports for October to bolster domestic inventories, while renewed fighting in the Persian Gulf added to supply concerns.

October 02, 2026

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Stocks Up After Soft Jobs Data

September's payrolls report came in at 29,000, below consensus, and the two previous reports were revised downward, while unemployment ticked up to 4.2%. Yields dipped on the news.

October 02, 2026

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Today's Options Market Update

Stocks are slightly lower around midday as elevated bond yields continue to keep a lid on investors' appetite for risk assets.

October 01, 2026

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Washington: What to Watch Now

Congress wraps up before the midterms as lawmakers weigh data center and stock-trading bills, and the SEC considers e-delivery and will start operating with just two commissioners.

September 29, 2026

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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

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Geopolitical Fragmentation

Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.

September 28, 2026

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Monday's Schwab Market Update Podcast

There's a tug-of-war between movement on the geopolitical front and a feast of U.S. data this week, culminating in Friday's jobs report. Oil and yields could set the tone.

September 28, 2026

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Weekly Trader's Outlook

The S&P 500 and Nasdaq Composite are on track for weekly gains, assisted by relative strength in AI-related stocks, and despite the march higher in global bond yields.

September 25, 2026

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Short Interest Monitor: 9/26

The Short Interest Monitor tracks stocks with elevated and rising short interest. The latest edition features several companies struggling with the impact of inflation.

September 25, 2026

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Schwab Market Perspective

Our point of view on recent market and economic activity.

September 18, 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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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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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.