Commentary
Commentary content
Today's Options Market Update
Major indexes are moving modestly lower with investors digesting an earnings miss from Walmart, while the Fed's Jackson Hole symposium begins and tech continues to show some weakness.
Schwab Market Update Podcast
Walmart's earnings could be a good barometer of tariffs' impact after a solid day for staples stocks Wednesday. The Fed's Jackson Hole summit begins with Powell speaking Friday.
Looking to the Futures
Headline inflation for the United Kingdom posted its highest increase in a year and a half in July.
Schwab Market Update Podcast
After tech stocks fell in what seemed to be sector rotation Tuesday, investors await Lowe's and Target results along with Fed minutes ahead of Powell's Jackson Hole speech Friday.
Schwab Market Update Podcast
Home Depot results start the big box parade, with Lowe's and Target tomorrow and Walmart Thursday. Investors also await Fed minutes tomorrow and Powell's Friday speech.
Schwab Market Update Podcast
This week features a slower data flow but reaches a crescendo Friday when Fed Chair Powell speaks from Jackson Hole. Retailers including Home Depot and Walmart get ready to report.
Commentary
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Schwab Market Update Podcast
A hot Producer Price Index (PPI) report yesterday raised new challenges for the Fed as inflation and jobs both seem troubled. Retail sales today spotlight consumer demand.
Weekly Trader’s Outlook
Stocks meandered this week, up 1.00% on the week as markets digested a deluge of economic data, including two important inflation indicators.