Market Commentary

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Schwab Market Update
Schwab Market Update Podcast

Fed Cut Seen, but Dissents, Powell, Dot Plot Eyed

The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.

Today's Options Market Update

Today's Options Market Update

Stocks have moved into the green following a soft open as investors position ahead of tomorrow’s rate decision from the Fed.

Market Outlook

2026 Outlook: International Stocks and Economy

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

Schwab Market Update
Schwab Market Update Podcast

Job Openings, 10-Year Auction Ahead as Fed Meets

Futures trading shows 90% odds of a Fed rate cut tomorrow. Yields rose again Monday, a possible headwind for stocks, while job openings data arrive after the open today.

Market Outlook

2026 Outlook: U.S. Stocks and Economy

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

Schwab Market Update
Schwab Market Update

Waiting Game: Fed Meets As Job Openings Data Loom

Stocks traded flat to lower early as the Fed meeting began and investors awaited job openings data. The Fed is expected to cut rates tomorrow, but its projections and tone are key.

Looking to the Futures

Looking to the Futures

Natural gas prices retraced to start the week following a significant rally on Friday.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – December 2025

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Schwab Market Update
Schwab Market Update Podcast

Fed Meeting, Job Openings, Oracle Pack a Busy Week

This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.