Markets and Economy

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

Geopolitics Wrestle with Jobs Data for Attention

There's a tug-of-war between movement on the geopolitical front and a feast of U.S. data this week, culminating in Friday's jobs report. Oil and yields could set the tone.

Wall Street Tug of War: Geopolitics, Data Compete

This week could see a tug of war as inflation and jobs data vie for attention with geopolitics. Oil and yields rose after the U.S. rejected Iran's proposal to reopen the strait.

Yields, China, Iran All in Focus as Weekend Nears

Investors are watching Trump's meeting with Xi, checking for fresh reports of Middle East progress, and keeping a close eye on Treasury yields. Consumer sentiment looms.

Stocks Stall as Yields, Hike Odds Climb

Stocks grind sideways as October hike odds rise, Treasury auctions clear at multi-year high yields, labor data shows early tightening signs, and bitcoin breaks key levels.

China Meeting Center Stage, Yields Grab Spotlight

U.S. and Chinese leaders meet today to discuss trade and oil, but the dramatic rally in yields this week may overshadow the event. Costco reports later, and new home sales are due.

Oil in Focus as Iran Addresses UN, Following Trump

President Trump threatened Iran in a speech at the UN yesterday, and Iran's president follows today. Tomorrow Trump meets with Chinese leader Xi. All this puts oil center stage.

Oil, Yields In Focus Amid Geopolitical Uncertainty

Stocks rose Monday as AI shares surged after oil prices and Treasury yields retreated. Iran peace efforts and a Trump-Xi meeting are in focus this week amid a light earnings slate.

Schwab Market Perspective

Our point of view on recent market and economic activity.

Fed Hikes in 12-0 Vote, Commits to Inflation Fight

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

European Stocks: Reasons to Reconsider

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.