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Market Commentary
'Hot' CPI Data Sends Yields, Rate Hike Odds Higher
Short-term Treasury yields rose after both headline and core CPI data outpaced expectations, boosting odds of a Fed rate hike. Stocks dipped early on the news.
October 14, 2026
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.
October 12, 2026
Q3 Bank Earnings: Muddier Waters to Navigate
Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
October 12, 2026
Breadth Stirs as AI's Gains Stay Concentrated
Stocks eye record highs as breadth improves, clients diversify exposure, AI reshapes a few industries, and earnings season kicks off with tech leading the pack.
October 9, 2026
Oil, Yields Loom Over Stocks Before Sentiment Data
Surging oil prices, elevated Treasury yields, and geopolitical tensions remain in focus as investors await consumer sentiment data and the start of a pivotal earnings season.
October 9, 2026
Another Bond Auction Looms as Yields Test Markets
With rising yields testing stocks’ recent surge, investors are eyeing a 30-year Treasury auction today. PepsiCo earnings are on deck as third quarter earnings season begins.
October 8, 2026
Midterms: Policy, Politics & Your Portfolio
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?
October 8, 2026
Fed Minutes, 10-Year Auction Next After New Highs
The broader market hit new highs Tuesday for the first time since mid-August. Investors await minutes from the Fed's last meeting and a 10-year Treasury note auction later today.
October 7, 2026
Inside Job(s): AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
October 7, 2026
Treasury Auctions Next After New Highs for Nasdaq
Today's 3-year note auction could help set the direction for yields, which remain near two-decade highs. The Nasdaq posted all-time highs yesterday amid pre-earnings optimism.
October 6, 2026
After-Hours Trading: What It Is, How It Works
What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.
September 21, 2026
Schwab Market Perspective
Our point of view on recent market and economic activity.
September 18, 2026
Fed Hikes in 12-0 Vote, Commits to Inflation Fight
Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.
September 16, 2026
European Stocks: Reasons to Reconsider
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
September 14, 2026
The MOVE Index and Why It Might Matter
The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.
September 9, 2026
Take a Hike: Rate Hikes and Market Impacts
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
September 9, 2026
Buy, Hold, Sell: What Analyst Stock Ratings Mean
Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.
September 8, 2026
Songs of Experience: Reminiscences of a Strategist
It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
September 3, 2026
What Is a Market Bubble?
Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.
September 3, 2026
How Interest Rate Movements Affect Options Prices
Interest rates have an important effect on options prices, especially when rates are high. The options greek rho measures the impact of rates and can help when evaluating options.
August 27, 2026
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