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US Market Commentary
Can AI Continue to Drive Emerging Market Stocks?
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
May 11, 2026
Inflation Monitor: Warsh Dismisses 'Rough Swag'
Kevin Warsh, the presumptive incoming chair of the Federal Reserve, states his preferred inflation gauges over the Personal Consumption Expenditures price index.
May 11, 2026
Inflation Data, War News Could Dominate Week Ahead
With the earnings calendar lighter, investors focus on two key inflation reports, retail sales and war news this week. The tech rally took indexes to new record highs Friday.
May 11, 2026
Rising Oil, Lack of War Progress Sends Stocks Lower
Lack of progress on Iran sent oil up 2%, stalling the long rally. This week features key inflation data, a Trump visit to China, and the likely approval of a new Fed chairman.
May 11, 2026
April Jobs Data Looms Large, but Expectations Low
The nonfarm payrolls report for April at 8:30 a.m. could be today's scene stealer despite an uncertain situation in the Persian Gulf. Analysts expect jobs growth of around 60,000.
May 8, 2026
As Jobs Report Looms, Market Visits McDonald's
Earnings from McDonald's and a monthly tally of layoffs are both in focus this morning, along with the Middle East. Yesterday's fresh record highs came as crude oil tumbled.
May 7, 2026
First Quarter 2026 Earnings: Feelin' Alright
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
Stocks are at record highs after Tuesday's chip-led rally. Investors await ADP jobs data and Disney earnings this morning as they mull solid results from Advanced Micro Devices.
May 6, 2026
Jobs Data Parade Starts as Middle East Fears Rise
The tenuous ceasefire is under strain and oil and yields have climbed, putting stocks on defense as investors face job openings data and await Advanced Micro Devices earnings.
May 5, 2026
Weekly Trader's Outlook
Both the S&P 500 and Nasdaq Composite hit fresh highs this week as corporate earnings continue to deliver. While uncertainty around Iran and the trajectory of oil prices persists, investors appear willing to overlook that potential risk.
May 1, 2026
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
May 1, 2026
Weekly Digest: Powell Exits and Mag 7 Reports
A busy news week brought inflation numbers, predictable Fed inertia at Powell's final meeting, and a slight decline in market breadth.
May 1, 2026
Looking to the Futures
WTI crude whipsawed in Thursday’s trading, reaching a high of $110.93 on uncertainty around global economic growth and the status of the U.S.–Iran conflict.
May 1, 2026
Q1 Tech Earnings Preview: A Tale of Two Cities
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
April 30, 2026
Powell's Swan Song: Fed Keeps Rates Unchanged
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
April 29, 2026
How Can You Plan Beyond Next Year's Tax Bill?
Avoid letting short-term tax concerns drive long-term financial decisions. Learn how tax aversion, timing, and planning impact after-tax wealth over a lifetime.
April 27, 2026
Q1 Tech Earnings Preview: Cloud, AI, War in Focus
Results from tech titans, including Microsoft and Apple, are due soon. Focus remains on cloud growth and spending, along with questions about how the war might affect these stocks.
April 27, 2026
Debt, Deficits & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
April 24, 2026
The Illusion of Number One
Ranked lists are everywhere—top hospitals, best colleges, must-visit cities. Yet behind these rankings are hidden assumptions, and they don't always reflect what matters most to you.
April 20, 2026
Schwab Market Perspective: Navigating Uncertainty
Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.
April 17, 2026
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