Commentary
Commentary content
Today's Options Market Update
This morning’s cooler-than-expected PPI report is helping boost stocks. However, investors are rotating out of semiconductors, which is benefitting the Mag 7.
Schwab Market Update Podcast
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.
Looking to the Futures
Cooling Inflation, Rising Oil: Markets Weigh June's Progress Against New Geopolitical Risks
Schwab Market Update Podcast
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 Podcast
The week starts slowly but accelerates tomorrow with CPI, big bank results, and congressional testimony by Fed Chair Warsh. Two key chip industry firms report later this week.
Weekly Trader’s Outlook
Stocks had a volatile week, but are on track for weekly gains, as investors overlook a flare-up in the Iran conflict in favor of Q2 earnings optimism.
Schwab Market Update Podcast
Earnings from PepsiCo today and Delta tomorrow precede big banks and key chip names reporting next week. Oil and yields are elevated after the most recent Middle East skirmishes.
Schwab Market Update Podcast
Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
Market Outlook
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.