Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results

Q4 Tech Earnings Preview: The Great Divergence

Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.

Schwab Market Update
Schwab Market Update Podcast

After Fed Pause and Mega-Cap Results, Apple Next

The markets paused along with the Fed yesterday but focus today is on earnings released late Wednesday by three mega-caps. Apple reports later. Meta and Tesla rose after results.

Today's Options Market Update

Today's Options Market Update

Stocks are in the red, led by weakness in the tech sector, as markets sift through several key mega-cap tech earnings reports.

Schwab Market Update
Schwab Market Update

Market Mulls Mega Caps, Digests Fed, Awaits Apple

After Meta and Tesla impressed and Microsoft disappointed, stocks rose slightly this morning as investors mulled the Fed's rate pause and upbeat outlook while awaiting Apple later.

Looking to the Futures

Looking to the Futures

Gold (/GC) and Silver (/SI) futures push to record highs in overnight trading after the FOMC kept rates unchanged.

abstract art

What Can Drive Bitcoin's Price?

Macroeconomic factors as well as crypto-specific themes can affect cryptocurrency performance. Here are some of the drivers that can affect prices.

Schwab Market Update
Schwab Market Update Podcast

Fed Decision, Meta, Microsoft, and Tesla Ahead

After a relatively quiet start to the calendar today, things get crowded starting with the Fed's 2 p.m. rate decision and then three mega-cap earnings reports after the close.

Federal Reserve building

Fed Holds Rates Steady, Hints at Improved Economy

The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.

Schwab Market Update
Schwab Market Update Podcast

Earnings Schedule Heats Up as Fed Meeting Starts

A Fed meeting starts today with little chance seen of a rate move. Meanwhile, 90 S&P 500 companies line up to report this week including Boeing and General Motors this morning.