Markets & Economy
Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.
Markets & Economy
Today's Options Market Update
All the majors are higher across the board following news that the U.S. has struck a post-tariffs trade deal with the U.K., though more details will follow before it is finalized.
Stocks Up on Trade Hopes
After the Fed kept rates paused as anticipated, stocks climbed on hopes of a trade deal with the U.K. and after Trump said a Biden-era chip export restriction might go away.
Looking to the Futures
Central banks around the world have been lowering their benchmark interest rates this year even as most take a pause in April.
Fed Holds Policy Rate Steady
The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Markets & Economy
Tariff Impacts & Negotiations
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
Monday's Schwab Market Update Podcast
The Fed meets but no rate change is expected, and the U.S. Treasury auctions $125 billion in debt this week. Ford and Palantir report today, and the SPX is up 9 straight days.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Markets & Economy
Weekly Trader's Outlook
Stocks maintained decent bullish momentum, supported by strong mega-cap tech earnings reports and improving sentiment around trade negotiations.
Consumer Sentiment: Does It Matter?
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
Washington: What to Watch Now
A massive budget bill of tax and spending cuts, as well as a debt ceiling debate loom as Congress returns from its Easter recess.
Markets & Economy
Recessions' History Guide
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
Why is the Dollar Declining?
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Q1 2025 Tech Earnings
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
Markets & Economy
Tariffs: Potential Muni Impact
Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.
Stocks Fall on Fed, Trade Fear
Trump's criticism of Fed Chair Powell, along with lack of trade progress, hit stocks and pushed yields higher. The dollar reached new 3-year lows and gold made all-time highs.
No Earnings Rescue from Dollar
The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.
(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.