Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results

Q1 Tech Earnings Preview: A Tale of Two Cities

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.

Schwab Market Update
Schwab Market Update Podcast

Mag 7 Earnings, GDP, and Inflation In-Focus

Mixed earnings results from Magnificent Seven stocks will be dissected today as investors await GDP and PCE data as well as Apple's earnings report.

Schwab Market Update
Schwab Market Update

Mag 7 Momentum: Stocks Up on Earnings, Data, Oil

Solid earnings from four of the Magnificent Seven provided fresh energy, while oil prices slipped. Inflation data was mostly in line with expectations, and Apple reports later.

Looking to the Futures

Looking to the Futures

Live cattle futures (/LEM26) hit a high of 255.975 Wednesday morning before pulling back midday.

Powell's Swan Song: Fed Keeps Rates Unchanged

As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.

Schwab Market Update
Schwab Market Update Podcast

Magnificent Seven Earnings, Fed Meeting Loom

After a sell-off in chip stocks yesterday on OpenAI concerns, investors await an expected Fed pause today along with earnings from four of the Magnificent Seven.

Bond Insights

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Today's Options Market Update

Today's Options Market Update

Four of the Magnificent Seven report later today with focus on AI spending after demand worries surfaced yesterday. The Fed is expected to keep rates paused a third straight time.

U.S. Capitol
Washington Watch

Washington: What to Watch Now

The Department of Justice drops probe into Fed Chair Jerome Powell, Kevin Warsh's confirmation moves forward, and Department of Homeland Security funding is back in the spotlight.