Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Today's Options Market Update

Today's Options Market Update

Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.

Weekly Trader’s Outlook

Weekly Trader's Outlook

Stocks are on track for weekly losses, led by profit taking in technology stocks. The S&P 500 is wrestling with technical support at its 50-day SMA today, an indicator which the index hasn't closed below since April.

Schwab Market Update
Schwab Market Update Podcast

After an AI Sell-Off, Market Awaits Sentiment News

Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.

Looking to the Futures

Looking to the Futures

On a day where there wasn’t much to celebrate for long traders across the broader market, Bitcoin’s price followed suit but held and closed above a key level for the 3rd straight day.

Bond Market Update – May 2020
Bond Insights, Market Commentary

Bond Market Update – November 2025

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Schwab Market Update
Schwab Market Update Podcast

Jobs Data Ahead as Qualcomm, Arm Results Mulled

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.

Schwab Market Update
Schwab Market Update Podcast

Jobs Data Follows Tech Selloff as Sentiment Dips

Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tuesday's chip market plunge.

Schwab Market Update
Schwab Market Update Podcast

Palantir Tops Estimates as AMD, Jobs Data Awaited

Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.