Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Schwab Market Update
Schwab Market Update Podcast

After Messy Week of AI Selling, Key Earnings Loom

Earnings accelerate this week with a host of companies including Meta Platforms and Tesla. Last week was the worst since June for the Nasdaq as debt fears sent AI stocks reeling.

Today's Options Market Update

Today's Options Market Update

Tech and chip stocks are bouncing back from last week’s sell-off as investors prepare for Q3 earnings reports which include SpaceX, Meta Platforms and Tesla.

Looking to the Futures

Looking to the Futures

Crude oil futures (/CL) traded higher on Friday and extended their weekly gain as geopolitical and supply concerns continued to support prices.

Week Ahead

Housing Affordability Worsens | Week Ahead

Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.

On Investing logo
On Investing

Who's Financing the AI Boom? (With Bryan Whalen)

TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.

Market Outlook

Schwab Market Perspective

Our point of view on recent market and economic activity.

Weekly Trader’s Outlook

Weekly Trader's Outlook

Stocks are on track for weekly losses as concerns around the AI infrastructure buildout, rising borrowing costs and inflationary pressures weigh on investor sentiment.

Schwab Market Update
Schwab Market Update Podcast

After Surprising CPI Surge, Wall Street Awaits PPI

Yesterday's sell-off, steepest in tech, reflected higher-than-expected growth in core consumer prices. The Producer Price Index (PPI) today could provide more inflation insight.

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.