Markets and Economy

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

Inflation Data Next with Stocks, Yields Rangebound

This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks broke a three-day win streak.

Stocks Dip on Weak GDP, Sharper Price Growth

December PCE prices came in slightly above expectations, while a first estimate for economic growth at the end of 2025 landed far below estimates, sending major indexes lower.

Looking to the Futures

Chicago wheat took off in Thursday’s trading with outlook being a common theme for traders and analysts.

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.

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.

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.

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.

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.

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.

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 But some argue this is an outdated way to set policy.