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.
Today's 3-year note auction could help set the direction for yields, which remain near two-decade highs. The Nasdaq posted all-time highs yesterday amid pre-earnings optimism.
The heavy data diet of last week won't be repeated, but Treasury auctions might keep focus on surging yields while oil remains a wild card. Friday's jobs report was soft.
Consumer sentiment indicates a level of pain not matched in hard data. Schwab's Kevin Gordon looks at the divergence ahead of the consumer sentiment report in the Week Ahead.
A resilient march higher in bond yields has benefited the tech/AI complex at the expense of other areas of the stock market. Will Treasury yields continue to march higher next week?
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
Find Market Commentary content
Market Snapshot | October 2026
Schwab Market Insights
Treasury Auctions Next After New Highs for Nasdaq
Data Flow Slows: Auctions, Yields Take Spotlight
Vibes Not Matching Hard Data | Week Ahead
Weekly Trader's Outlook
Why Investor Positioning Matters More Than Ever (With Eric Liu)
Sector Views: Monthly Stock Sector Outlook
Crypto Key Debates: Chainlink and Avalanche