Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
Today's Options Market Update
Stocks are mixed today as Treasury yields tick higher on higher defense spending concerns. Signs of a continuation in the “rotation trade” persist as the Russell 2000 hits fresh all-time highs.
Schwab Market Update Podcast
Investors are on pins and needles waiting for Friday's December payrolls report, with expectations at around 55,000. Weak data Wednesday helped weigh on Treasury yields and stocks.
Sector Views
Our outlook on the 11 S&P 500 equity sectors.
Schwab Market Update
Climbing yields might help explain weakness in stocks after Trump raised deficit worries, calling for more defense spending. Defense companies rallied, and jobs data looms Friday.
Looking to the Futures
Silver futures (/SIH26) pull back 3% on Wednesday after opening at 81.285.
Schwab Market Update Podcast
Investors await job openings and ADP employment data, but worries about geopolitics, including Greenland and Venezuela, remain in the mix after Tuesday's rally to new record highs.
Schwab Market Update Podcast
Wall Street responded positively Monday to weekend U.S. strikes on Venezuela. Focus could stay on developments there and in oil today before jobs data start rolling in tomorrow.
Washington Watch
The recent military action in Venezuela is top of mind as 2026 begins.
Schwab Market Update Podcast
Ahead of Friday's jobs report, investors might focus on the U.S. action against Venezuela and a tech industry meeting featuring Nvidia's CEO. Manufacturing data are due today, but earnings are sparse.