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Markets & Economy

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

Weekly Trader's Outlook

Stocks are on track to be slightly lower on the week following a strong start as earnings, currency moves, and news flow stimulate market volatility.

January 30, 2026 • Nathan Peterson • Jim Ferraioli

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Today's Options Market Update

Markets were down overnight but rebounded on Trump's nomination of Kevin Warsh as Fed chair. The Producer Price Index puts inflation data in focus, landing above expectations.

January 30, 2026

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Stocks Off Lows on Fed News

Markets were down overnight but rebounded on Trump's nomination of Kevin Warsh as Fed chair. The Producer Price Index puts inflation data in focus, landing above expectations.

January 30, 2026

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Looking to the Futures

Crude Oil continued its surge on Thursday reaching 4-month highs off escalating Middle East tensions and the threat of supply disruption due to a potential U.S. attack on Iran.

January 30, 2026

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Q4 Tech Earnings Preview

Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.

January 29, 2026

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Fed Holds Steady on Rates

The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.

January 28, 2026

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5 Stock Market Valuation Tools

For investors looking to answer the question "Are stocks overvalued?", market valuation tools like the Buffett Indicator and Shiller's CAPE ratio may be able to help.

January 27, 2026

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.