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US Market Commentary
How to Effectively Read the Fed's Beige Book
Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
October 29, 2025
Fed Cuts Rates for the Second Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
October 29, 2025
How Well Do You Know Market Cap?
Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
October 29, 2025
Mega Caps Step to Plate, Fed Rate Cut Seen Likely
Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.
October 29, 2025
Fresh Record Highs Ahead of Fed, China, Mega Caps
Stocks rose again, led by surging shares of Nvidia, as the Fed decision and earnings from three mega caps loom. Perceived progress on a China trade deal lifted the chip market.
October 29, 2025
Round Lots Regulatory Changes
New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.
October 28, 2025
Q3 Tech Earnings Preview: All Eyes on AI Spending
As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
October 27, 2025
Fed, Mega Caps, China Dominate Action-Packed Week
This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most impact, with expectations high.
October 27, 2025
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
October 27, 2025
Data Diet to Pause: CPI Next Amid Trade Optimism
A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of Trump's meeting with Xi.
October 24, 2025
Tesla Posts Mixed Results, Speculative Fervor Ebbs
Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomorrow brings CPI.
October 23, 2025
Market Awaits Netflix, Lockheed amid Data Outage
The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.
October 21, 2025
Is It a Good Time to Consider Japanese Stocks?
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
October 20, 2025
Schwab’s Market Perspective: Dancing In the Dark
The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.
October 17, 2025
Investing Basics: What Are Stocks?
Start your investing journey by learning how stocks work, how to analyze them, and the benefits and risks involved with owning them.
October 15, 2025
How to Tell If a Market Is Overbought or Oversold
Overbought and oversold readings aren't as straightforward as they sound. But understood in context, they can provide traders some insight when making entry and exit decisions.
October 14, 2025
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
October 13, 2025
Q3 Bank Earnings Preview: Profit Path Uncertain
Big banks begin reporting Tuesday and are expected to benefit from a steeper yield curve, strong trading, and investment banking demand. The profit path ahead is less certain.
October 13, 2025
Better Half? Biannual Earnings Proposed, Assessed
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
October 9, 2025
5 Under-the-Radar Inflation Gauges
While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.
October 8, 2025
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