Commentary
Commentary content
Schwab Market Update Podcast
The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and earnings from FedEx and Lennar.
Today's Options Market Update
Investors expect a 25-basis-point rate cut today, with a small chance of 50 basis points. The Fed's economic and rate projections loom large, along with Chairman Powell's remarks.
Schwab Market Update Podcast
Today's Fed meeting appears likely to bring a 25-basis point rate cut, the first since December. Rate and economic projections are also awaited, along with Powell's remarks.
Looking to the Futures
Japanese Yen futures (/6J) indecisive as of late as traders await policy decisions.
Schwab Market Update Podcast
Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.
Schwab Market Update Podcast
All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.
Schwab Market Update Podcast
All three major market indexes hit record highs on Thursday despite a sticky CPI report. Investors are now focused on the Fed cuts next week, and today’s consumer sentiment data.
Weekly Trader’s Outlook
Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.
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.