Our point of view on recent market and economic activity.

A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.

A three-headed monster hit the market early, with indexes burdened by the chip market sell-off, rising oil prices on Middle East tension, and a 10% post-earnings Netflix decline.

Stocks are on track for weekly losses, particularly in the technology space, as a sharp rise in oil prices and uncertainty around AI economics weigh on investor sentiment.

Equities fell Thursday as semiconductor weakness, escalating tensions with Iran, and lingering inflation concerns weighed on prices.

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week.

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.

Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.

With the main surge of bank earnings over, investors face Morgan Stanley today along with chip infrastructure firm ASML. PPI follows a light CPI and Warsh continues testimony.