Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Schwab Market Update
Schwab Market Update Podcast

After Rally on Election Rout, Key Jobs Data Looms

Yesterday's rally, driven by consumer-oriented sectors on hopes the election could calm inflation and geopolitical turbulence, precedes Friday's critical nonfarm payrolls report.

Market Outlook

Spinning Wheel: What Goes Up…

Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.

Schwab Market Update
Schwab Market Update Podcast

Election Top of Mind but AMD, AI Results Impress

While Tuesday's U.S. mid-term vote dominates headlines, the tech sector got a boost from strong results reported by Advanced Micro Devices and other AI firms. Arm reports later.

Inflation monitor illustration showing a dollar.

Democrats' Win: Policy and Market Implications

Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.

Market Commentary

Schwab Market Insights

Each month, Schwab Market Insights highlights key economic data, market trends, and portfolio considerations, giving investors our view of what's happening and what it might mean for their investments.

Schwab Market Update
Schwab Market Update Podcast

Vote Looms with Tech in Retreat, Apple in Focus

U.S. mid-term elections today could give Democrats more control. This comes as tech shares continue to retreat and investors mull results late yesterday from Apple and Palantir.

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On Investing

The Fed Holds, but the Pressure Builds

Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Factor Investing: Looking Beneath the Market

Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.