Markets and Economy

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

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.

Crude in Control: Stocks Stumble as Diplomacy Eyed

Stocks fell and yields rose early as oil climbed before another day of diplomatic efforts. Iran's president spoke today and Trump meets Xi tomorrow. Manufacturing data is due.

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.

Fed Speakers, Trump/Xi Meeting Dominate Week Ahead

Highlights this week include a host of Fed speakers who might provide more insight into last week's rate hike. Trump meets with Xi on Thursday, putting trade in focus.

Schwab Market Perspective

Our point of view on recent market and economic activity.

Yields, Oil Still Directing Traffic as BOJ Meets

Thursday's rally, sparked by lower oil and yields, brought stocks to nearly even for the week. With data light today, the BOJ's rate decision and "triple witching" are in focus.

Yields Hit 5%, Rates Hiked, as AI Fervor Cools

Stocks tread water as the Fed tightens and the 10-year yield hits 5%, AI and chip shares slump with earnings weeks away, and crypto takes a stalled bill in stride.

Markets Digest Rate Hike Amid Light Earnings Slate

Investors will continue to digest the implications of the Fed's first rate hike in more than three years today, while geopolitical tensions, yields, and oil prices remain in focus.

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.