Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Schwab Market Update
Schwab Market Update Podcast

Banks at Starting Line to Launch Earnings Season

Banks might set the tone today as several report earnings a day before CPI data that could influence the Fed. Monday's session was light with bonds closed.

Looking to the Futures

Looking to the Futures

USDA’s October World Agricultural Supply and Demand Estimates (WASDE) report offered a mixed outlook for the grain markets.

How Do Rising Rates Impact Global Equities?

Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.

Schwab Market Update
Schwab Market Update Podcast

Earnings Season, Inflation Data In-Focus This Week

Major banks kick off third quarter earnings season this week as markets grapple with elevated Treasury yields, energy supply disruptions, and ongoing geopolitical tensions.

Today's Options Market Update

Today's Options Market Update

Stocks are mixed ahead of an event-filled week as higher oil prices, additional Iran attacks and a closed bond market keep a lid on investor sentiment.

Week Ahead

Inflation: Expectations vs. Reality | Week Ahead

Inflation expectations hit their highest point since May 2023; Kevin Gordon looks at what this means for real-world prices in the Week Ahead.

Bond Insights

Fed Rate Hikes: Stocks, Bonds & the Economy

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

On Investing logo
On Investing

What 26 Million Paychecks Reveal About the Economy (With Nela Richardson)

ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.

Weekly Trader’s Outlook

Weekly Trader's Outlook

Major indexes reached record highs, but momentum divergences and defensive rotation suggest a more cautious backdrop. Oil prices and Treasury yields remain key variables.