Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Stocks Fall: Fed Policy Assessed After In-Line PCE
Today's July PCE inflation data met expectations but remains higher than the Fed's target. Stocks fell but rate cut odds remain high. Thin, pre-holiday trading could dominate.
How to Effectively Read Federal Reserve Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
Will a Weak Dollar Enhance International Returns?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Nvidia Earnings Ahead with China, AI Spend in Focus
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
Health Care Sector Struggles as Pharma Tariffs Loom
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
Inflation: The Heat Is On?
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Q2 Retail Earnings Preview: Demand in Question
Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.
Schwab's Market Perspective: Downshifting
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.