Markets and Economy

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

Are Tariffs Over? Court Ruling Isn't the End

Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.

Schwab Market Update

Though PCE data showed inflation progress, stocks fell on trade tensions between the U.S. and China. Consumer sentiment looms, and next week brings jobs numbers and Powell remarks.

No Hard Feelings: Soft vs. Hard Divide Persists

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

Nvidia on Deck with Tariffs, Blackwell Sales Eyed

Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

Data Decoder: Deciphering Messages in Key Reports

A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

Schwab Market Perspective: The Tariff Effect

Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.

Q1 Retail Earnings in Uncertain Year

While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.