Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
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.
Major Indexes Pare Losses as January CPI is Muted
Major indexes vacillated as the Consumer Price Index landed below expectations at 0.2%. The reading may be 'well received' by Fed members worried about inflation.
Looking to the Futures
Indexes retreated on Thursday as technology stocks were weighed down by broadening AI fears, mixed job numbers, and market participants bracing for Friday’s inflation report.
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
Jobs Data Fail to Move Needle, Investors Await CPI
Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
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.
After Head-Spinning Week, Job and CPI Data Awaited
Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.