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(以下資訊只提供英文版本)
US Market Commentary
After Another Sell Off, Investors Brace for CPI
Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weekend approaches.
February 13, 2026
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
February 13, 2026
Major Indexes Pare Losses as January CPI is Muted
Major indexes vacillated as the Consumer Price Index landed below expectations at 0.2%. The reading may be 'well received' by Fed members worried about inflation.
February 13, 2026
Looking to the Futures
Indexes retreated on Thursday as technology stocks were weighed down by broadening AI fears, mixed job numbers, and market participants bracing for Friday’s inflation report.
February 13, 2026
Schwab Market Perspective: Riding the Waves
Our point of view on recent market and economic activity.
February 12, 2026
Jobs Data Fail to Move Needle, Investors Await CPI
Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.
February 12, 2026
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
February 11, 2026
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
February 11, 2026
Trading Psychology: Recovering From Big Losses
A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.
February 10, 2026
After Head-Spinning Week, Job and CPI Data Awaited
Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.
February 9, 2026
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
February 9, 2026
Weekly Trader's Outlook
The Dow Jones Industrial Average and S&P Equal Weight hit fresh all-time highs to close out the week, supported by money rotation away from non-tech areas of the market.
February 6, 2026
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
February 6, 2026
Market Snapshot | February 2026
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
February 5, 2026
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
February 5, 2026
Mega-Cap Earnings, ADP Jobs In-Focus Post Tech Dip
Investors will be closely watching ADP's private payrolls report today with government figures delayed due to the shutdown. Alphabet earnings on deck after the bell.
February 4, 2026
A Touch of Grey During Earnings Season So Far
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
February 4, 2026
Data Outage a Headwind, with AMD Results Due Later
Though the government shutdown means no jobs data this week, there are lots of earnings to monitor. Palantir impressed Monday and Advanced Micro Devices looms after the close.
February 3, 2026
Don’t Let Headline Drama Disrupt Your Portfolio
Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
January 29, 2026
Q4 Tech Earnings Preview: The Great Divergence
Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.
January 29, 2026
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