Our point of view on recent market and economic activity.

A three-headed monster hit the market early, with indexes burdened by the chip market sell-off, rising oil prices on Middle East tension, and a 10% post-earnings Netflix decline.

Stocks are on track for weekly losses, particularly in the technology space, as a sharp rise in oil prices and uncertainty around AI economics weigh on investor sentiment.

A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.

Equities fell Thursday as semiconductor weakness, escalating tensions with Iran, and lingering inflation concerns weighed on prices.

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week.

With the main surge of bank earnings over, investors face Morgan Stanley today along with chip infrastructure firm ASML. PPI follows a light CPI and Warsh continues testimony.

Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.

CPI, big bank results, and congressional testimony by Fed Chair Warsh are today's highlights. But action in the Middle East and the path of oil are also influential.