Commentary
Commentary content
Schwab Market Update Podcast
Today's delayed November jobs report at 8:30 a.m. ET is likely to set the tone. Analysts see lethargic growth of 30,000. Tech shares, especially AI, lost more ground Monday.
Today's Options Market Update
Stocks are lower around midday following a higher open as investors position for a week loaded with key economic data points.
Schwab Market Update Podcast
Tomorrow's jobs report, Thursday's Nike results and Friday's BOJ decision are weekly highlights, but focus could stay on fast-retreating tech stocks and rising Treasury yields.
Looking to the Futures
Crude oil futures (/CLF26) ended the week in the red as traders continue to see ample global oil supplies heading into 2026.
Weekly Trader’s Outlook
The Dow Jones, S&P 500 Equal Weight and Russell 2000 all hit fresh all-time highs this week while tech stocks slumped on AI concerns. Will sector rotation be enough to set the bulls up for a year-end rally?
Schwab Market Update Podcast
Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high on Wednesday.
Schwab Market Update Podcast
The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.
Market Outlook
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
Bond Insights
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.