Markets and Economy

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

Walmart, Deere Up Next Ahead of Key Inflation Data

Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE and GDP data due early tomorrow.

'Risk-Off' Returns on Walmart Guidance, Iran Fears

After three positive days, caution prevailed and tech fell. Crude climbed on tension with Iran and Walmart's guidance was conservative. Jobless claims fell and PCE looms Friday.

Looking to the Futures

Soybeans continue their strong year despite trading down 5 cents Wednesday afternoon.

Fed Minutes Loom as Cautious Trading Persists

Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as rallies can't find traction.

Short Week Packed with Data as Caution Persists

This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week amid AI-related shakiness.

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

After Another Sell Off, Investors Brace for CPI

Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weekend approaches.

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.