Markets and Economy

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

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Markets and Economy

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.

Markets and Economy

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.

Markets and Economy

Schwab Market Perspective: Riding the Waves

Our point of view on recent market and economic activity.

Markets and Economy

Stocks Up Despite Fading Rate Cut Hopes Before CPI

Despite lower rate cut hopes after the jobs report, stocks climbed with tech leading as investors await Friday's CPI. Cisco, AppLovin, and McDonald's dropped following earnings.

Markets and Economy

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 But some argue this is an outdated way to set policy.

Bonds

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.

Futures

Looking to the Futures

Cattle Futures finished lower on Tuesday, while the USDA delivered its monthly agricultural WASDE report, and today we will get the delayed non-farms payrolls report at 8:30 AM ET.

International

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.

Markets and Economy

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.

Trading

Weekly Trader's Outlook

The Dow Jones Industrial Average and S&P Equal Weight hit fresh all-time highs to close out the week, supported by money rotation away from non-tech areas of the market.

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