Markets and Economy

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

Options Expiration, BOJ Rate Decision on Tap

After a tech- and rate-driven record close Thursday for small and large caps, today could see volatile trading as options expire. The Bank of Japan isn't expected to hike rates.

Trump, Xi Talk Trade with Chips, TikTok in Focus

With little in the way of earnings or data today, attention turns to the call between U.S. and Chinese leaders, triple witching, and rising Treasury yields. Stocks were flat early.

Jobless Claims, Key Earnings Next After Rate Cut

The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and earnings from FedEx and Lennar.

Rate Cut Seen, Projections Awaited as Fed Looms

Today's Fed meeting appears likely to bring a 25-basis point rate cut, the first since December. Rate and economic projections are also awaited, along with Powell's remarks.

Fed Cuts Rates, Citing Weakening Job Market

As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.

Retail Sales Take Spotlight Ahead of Fed Meeting

Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.

Fed Decision, Economic Data Take Center Stage

All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.

Every Brea(d)th You Take: Market Concentration Risks

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Schwab's Market Perspective: The Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

Where Do Public & Private Markets Converge? (With Steven Meier)

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.