Market Commentary

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U.S. Capitol
Washington Watch

Washington: What to Watch Now

The Senate passed $70 billion immigration enforcement funding bill, Capitol Hill struggles to find consensus on how to regulate AI, and the Trump Accounts app is live.

Today's Options Market Update

Today's Options Market Update

Stocks are lower across the board following a higher open as a broadening of the rally leads to selling in technology stocks.

Schwab Market Update
Schwab Market Update Podcast

Stocks Rebound Post Rout, Inflation Still In-Focus

Tech stocks led the market higher to start the week after Friday's sell-off. With yields and rate hike expectations rising, CPI and PPI data will be highlights this week.

Schwab Market Update
Schwab Market Update

Crude, Chips Deliver Early Tailwind Ahead of CPI

Wall Street rose early on support from falling crude oil and another gain for the chip sector after Monday's slight rebound. CPI data looms tomorrow, and yields remain elevated.

Looking to the Futures

Looking to the Futures

Treasuries traded flat yesterday following a significant sell-off last Friday after the jobs report came in bearish for debt obligations.

Schwab Market Update
Schwab Market Update Podcast

Stocks Dive Amid Tech Sell-Off, Inflation In-Focus

Major market indexes plunged Friday after a hotter-than-expected jobs report lifted rate hike odds and Treasury yields. CPI and PPI are now in the spotlight this week.

Market Outlook

Global Equity Mid-Year Outlook 2026

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

Week Ahead

Is AI Weighing on Inflation? | Week Ahead

CPI and PPI inflation data are out this week. Energy is frequently scrutinized, but is AI expenditure broadening the base? SCFR's Kevin Gordon looks at the week ahead.

Schwab Volatility Update

Chip Stocks Plunge, Putting Wall Street on Defense

The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.