Markets and Economy
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Schwab Market Update Podcast
Resurgent credit worries along with AI caution and falling rate cut odds stalk the market ahead of Home Depot today and Nvidia tomorrow. Stocks hit a one-month low Monday.
Today's Options Market Update
Stocks are mixed to start a week which includes multiple reads into the retail sector via big box retailer earnings reports, Nvidia earnings on Wednesday and key economic data, including a monthly jobs report.
Schwab Market Update Podcast
A busy week includes Nvidia earnings Wednesday, September jobs data Thursday, and a full shopping cart of retail earnings reports. Rate cut odds are down, and yields up.
Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.
Looking to the Futures
Crude oil futures (/CLF26) ended Friday’s session higher, as energy traders respond to Ukraine drone and missile attacks on Russia’s key oil export port of Novorossiysk
Schwab Market Update Podcast
Stocks fell sharply Thursday, with tech among the hardest hit as AI valuations again got questioned and rate cut odds got pinched. Fed speakers today could get a close watch.
Weekly Trader’s Outlook
Investors were sent on a roller-coaster rise this week, driven by continued selling pressure in the tech/AI space and relatively hawkish Fed speak around the potential for a December rate cut.
While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.
On Investing
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.