Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Schwab Market Update
Schwab Market Update Podcast

Rate Cut Seen, Projections Awaited as Fed Looms

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

Looking to the Futures

Japanese Yen futures (/6J) indecisive as of late as traders await policy decisions.

capitol building
Washington Watch

Washington: What to Watch Now

The Federal Reserve holds the strangest FOMC meeting in memory, while Congress faces another potential government shutdown.

Schwab Market Update
Schwab Market Update Podcast

Retail Sales Take Spotlight Ahead of Fed Meeting

Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.

Today's Options Market Update

Today's Options Market Update

Stocks were initially higher, helped by strong retail sales data, but have turned modestly lower around midday as the Fed’s 2-day FOMC meeting gets underway.

Every Brea(d)th You Take: Market Concentration Risks

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Schwab Market Update
Schwab Market Update Podcast

Fed Decision, Economic Data Take Center Stage

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.

Weekly Trader’s Outlook

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.

Schwab Market Update
Schwab Market Update Podcast

Fed Rate Cut in Focus Despite Sticky CPI Report

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.