Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

market volatility government policy international sectors us

Mega Caps Step to Plate, Fed Rate Cut Seen Likely

Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.

Markets and Economy

Fed Gathers, Trade Talks and Mega Cap Results Loom

With stocks at records, investors await an expected Fed rate cut tomorrow and Thursday's Trump-Xi meeting. Five mega caps report this week, and UPS and PayPal soared on earnings.

Company Earnings

Q3 Tech Earnings Preview: All Eyes on AI Spending

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 and Economy

Fed, Mega Caps, China Dominate Action-Packed Week

This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most impact, with expectations high.

Markets and Economy

Data Diet to Pause: CPI Next Amid Trade Optimism

A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of Trump's meeting with Xi.

Markets and Economy

Tesla Posts Mixed Results, Speculative Fervor Ebbs

Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomorrow brings CPI.

Markets and Economy

Market Awaits Netflix, Lockheed amid Data Outage

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.

International

Is It a Good Time to 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 and Economy

Schwab’s Market Perspective: Dancing 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.

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