Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Today's Options Market Update
Stocks march to fresh record highs, led by strength in technology, as investors abide by the “don’t fight the Fed” moniker.


Tech Up After Rate Cut
After the Fed's long-expected quarter-point rate cut failed to ignite a rally, tech shares came to the rescue this morning as Nvidia announced a collaboration with Intel.

Looking to the Futures
This week President Trump resumed his push to change the reporting requirements for public companies from every 3 months to every 6 months.

Fed Cuts Interest Rates
As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.

Washington: What to Watch Now
The Federal Reserve holds the strangest FOMC meeting in memory, while Congress faces another potential government shutdown.
Markets & Economy

Market Concentration Risks
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Monday's Schwab Market Update Podcast
All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.

Perspective: Inflation Problem
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
Markets & Economy

Weekly Trader's Outlook
Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.

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

Fiscal Concerns and Stocks
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
Markets & Economy

Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.

Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
Markets & Economy

How to Read the Fed Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.

International Bonds Outlook
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.

Weak Dollar's Impact on Returns
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
(1022-2YKE)
Insights & Ideas 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 type of securities and investment strategies mentioned 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 or economic conditions.