Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Huge Week Off to Soft Start on Fresh Tariff Threat
Stocks edged lower early after new weekend tariff threats against Europe, while investors await big bank earnings and June CPI data early tomorrow. Yields and volatility edged up.
Schwab's Market Perspective: On Firmer Ground?
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
Q2 Bank Earnings Preview: A Dimmer Light?
After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.
Fixed Income: Frequently Asked Questions
Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.
2Q Earnings: The Beat Goes On?
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
Easy Money? Rate Cuts May Not Ease Borrowing Costs
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Breadth Check: Strength and Weakness Trend Tracker
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
IPO Market Starts to Warm After Slow Start to 2025
After a long dry spell, there are signs of life in the initial public offerings space. An increase in offerings can sometimes suggest an improvement in overall market sentiment.