Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
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.
Sector Views
Our outlook on the 11 S&P 500 equity sectors.
On Investing
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Bond Insights
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Market Outlook
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.