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 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.
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.
Today's Options Market Update
Stocks flattened ahead of what's widely expected to be a 25-basis-point rate cut this afternoon. Powell might sound hawkish with inflation still a concern. Oracle reports later.
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.
Looking to the Futures
Today’s announcement is part of a busy two weeks for central banks.
Schwab Market Update
Stocks flattened ahead of what's widely expected to be a 25-basis point rate cut this afternoon. Powell might sound hawkish with inflation still a concern. Oracle reports later.
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.