Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Today's Options Market Update

Today's Options Market Update

Rising oil and Treasury yields hurt stocks early as Gulf tension rose, and chips added to pressure amid spending concerns despite TSM's strong earnings. Retail sales fell short.

Schwab Market Update
Schwab Market Update Podcast

Taiwan Semiconductor, Netflix, Retail Sales Ahead

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week.

Looking to the Futures

Looking to the Futures

Wheat futures (/KE) surge as Russia and Ukraine attacks ramp up

Schwab Market Update
Schwab Market Update Podcast

Morgan Stanley, ASML Ahead as PPI Data, Warsh Loom

With the main surge of bank earnings over, investors face Morgan Stanley today along with chip infrastructure firm ASML. PPI follows a light CPI and Warsh continues testimony.

2 Minutes on the Markets

2 Minutes on the Markets | Schwab Market Insights

Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.

Picture of the front of the Federal Reserve building
Bond Insights

Why the Dollar Might Remain Supported

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.

Schwab Market Update
Schwab Market Update Podcast

CPI, Banks, Warsh in View as War, Rate Fears Climb

CPI, big bank results, and congressional testimony by Fed Chair Warsh are today's highlights. But action in the Middle East and the path of oil are also influential.

Schwab Market Update: Semiconductor manufacturing process.
Schwab Market Update

Stocks Higher Early on Easing Consumer Price Data

Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.