Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Monday's Schwab Market Update Podcast
Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.
Today's Options Market Update
The S&P 500 and Nasdaq are higher around midday as markets look toward this week’s high-profile earnings releases and a few economic data points to gauge investor sentiment.
Jobs Data, AI Results Ahead
This week brings data from several parts of the economy along with AI-related earnings from Palantir and Advanced Micro Devices. Stocks rose early with tech strength persisting.
Looking to the Futures
Crude oil futures (/CLZ25) ended Friday’s session slightly higher, as an apparent easing of U.S./China trade tensions appears supportive for energy demand.
Weekly Trader's Outlook
All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.
Markets & Economy
How to Read the Beige Book
Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
Fed Cuts Interest Rates
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
Washington: What to Watch Now
The government shutdown drags on, with several potential pressure points looming in coming days.
Markets & Economy
Understanding Solana ETPs
Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.
Q3 2025 Tech Earnings
As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Markets & Economy
Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
Update on High-Yield Defaults
Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.
Why Consider Japanese Stocks?
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
Markets & Economy
Perspective: In the Dark
The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.
One Big Beautiful Bill Act Tax Cuts
The One Big Beautiful Bill Act preserves and expands many of the tax breaks that were due to expire at the end of this year.
Data Options During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
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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.