Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
Nvidia initially rose overnight after reporting a 62% year-over-year revenue rise and exceeding consensus on earnings and guidance. September jobs data and Walmart are up next.
Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.
After Congress reached an agreement to fund government operations, President Trump signed the bill, ending the longest government shutdown in U.S. history after 43 days.
Find Market Commentary content
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Investors Eyeing Big Issues as Washington Reopens
Fixed Income: Frequently Asked Questions
Nvidia Tops Consensus, Investors Await Jobs Data
Nvidia Earnings Ahead: AI Demand, Margins In-Focus
After the Shutdown: Markets, Policy & the Wall of Worry
Schwab's Market Perspective: Looking for Direction
Washington: What to Watch Now
Market Snapshot | November 2025