Commentary
Commentary content
Schwab Market Update Podcast
Earnings from memory maker Micron Technology are in the spotlight today amid a tech sell-off, but investors will also be looking ahead to PCE data after a hawkish Fed meeting.
Today's Options Market Update
U.S. stocks are mostly lower today following a ~10% drop in the Korea Composite Stock Price Index, which is heavily weight in the memory space.
Schwab Market Update Podcast
After small caps gained and big tech eased to start the week, investors await more developments from peace talks and earnings later from FedEx. Micron results loom tomorrow.
Schwab Market Update Podcast
Today's light earnings and economic calendar may leave investors looking ahead to Thursday's critical inflation report—the next major test after the Fed's recent hawkish shift.
Looking to the Futures
Crude oil futures (/CL) prices fell on Thursday after the International Energy Agency (IEA) cut its oil demand outlook for the year.
Schwab Market Update Podcast
The Fed kept rates steady as expected, but the central bank's quarterly projections now include the possibility of at least one hike later this year.
Weekly Trader’s Outlook
Stocks are on track for modestly weekly gains following yesterday's FOMC-induced sell-off, as lower oil prices and yield stabilization encourage dip buying.
Schwab Market Update Podcast
Any fresh developments around a possible Middle East peace plan could move markets after yesterday's rally, while consumer sentiment data outlines inflation expectations.
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.