Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Stocks Flat Ahead of Fed
Investors expect a 25-basis point rate cut today, with a small chance of 50 basis points. The Fed's economic and rate projections loom large, along with Chairman Powell's remarks.
Looking to the Futures
Japanese Yen futures (/6J) indecisive as of late as traders await policy decisions.
Today's Options Market Update
Stocks were initially higher, helped by strong retail sales data, but have turned modestly lower around midday as the Fed’s 2-day FOMC meeting gets underway.
Washington: What to Watch Now
The Federal Reserve holds the strangest FOMC meeting in memory, while Congress faces another potential government shutdown.
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.
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.
Perspective: Inflation Problem
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
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.
Markets & Economy
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?
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.
Markets & Economy
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.
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.
Markets & Economy
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.
Q2 Nvidia Earnings
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
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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.