Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
Schwab Market Update
Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.
Today's Options Market Update
The Dow Jones hits record highs following yesterday's FOMC meeting, but technology stocks are in the red, driven by concerns over Oracle’s upped CapEx guidance.
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.
Looking to the Futures
Indexes climbed on Wednesday after the Federal Reserve announced a 25-basis-point rate cut.
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
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.
Schwab Market Update Podcast
Futures trading shows 90% odds of a Fed rate cut tomorrow. Yields rose again Monday, a possible headwind for stocks, while job openings data arrive after the open today.
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.
Market Outlook
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.