Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Schwab Market Update
Worries about rising U.S. deficits sent yields up, hurting stocks early. Target's results disappointed, and oil rose on a report that Israel might target Iran's nuclear facilities.
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
Weekly Market Outlook
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
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.
Fed Holds Rates Steady but Warns of Rising Risks
The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
Tariffs: Q1 Impacts and Q2 Negotiations
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
"Soft" Data Hits Hard: Why Does Sentiment Matter?
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
Dominoes: Recessions' History Guide
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.