Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Today's Options Market Update
Stocks are modestly higher around midday following a lower open as markets remain relatively resilient to continued tariff news flow.
Monday's Schwab Market Update Podcast
Today offers little in terms of key data or earnings, but several large U.S. banks report early Tuesday and June consumer prices also bow then. Tariffs sent stocks lower last week.
Tariffs Take Early Bite
Stocks edged lower early after new weekend tariff threats against Europe, while investors await big bank earnings and June CPI data early tomorrow. Yields and volatility edged up.
Looking to the Futures
Crude oil futures (/CLQ25) rallied to end the week.
Weekly Trader's Outlook
The S&P 500 and Nasdaq Composite managed to eke out fresh record intraday highs this week in the face of several new tariff announcements this week. However, there are signs that momentum is waning and next week has multiple potential catalysts to test the bull's resiliency.
Markets & Economy
Perspective: Firmer Ground?
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Fixed Income: FAQs
Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.
Markets & Economy
Q2 2025 Bank Earnings
After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.
Washington: What to Watch Now
Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.
2Q Earnings: The Beat Goes On?
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
Markets & Economy
Congress Passes Tax Bill
Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.
Rate Cuts Won't Ensure Yield Ebb
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
There Is No AI Without Energy
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Markets & Economy
Munis: Mid-Year Outlook
Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.
Corporates: Mid-Year Outlook
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Using Breadth to Check Trends
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
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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.