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Market Commentary
2026 Outlook: U.S. Stocks and Economy
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
December 9, 2025
Job Openings, 10-Year Auction Ahead as Fed Meets
Futures trading shows 90% odds of a Fed rate cut tomorrow. Yields rose again Monday, a possible headwind for stocks, while job openings data arrive after the open today.
December 9, 2025
Waiting Game: Fed Meets As Job Openings Data Loom
Stocks traded flat to lower early as the Fed meeting began and investors awaited job openings data. The Fed is expected to cut rates tomorrow, but its projections and tone are key.
December 9, 2025
2026 Outlook: International Stocks and Economy
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
December 8, 2025
Fed Meeting, Job Openings, Oracle Pack a Busy Week
This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.
December 8, 2025
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
December 5, 2025
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
December 5, 2025
Weekly Trader's Outlook
Equity markets have remained largely unchanged this week as investors anticipate guidance from the upcoming Federal Open Market Committee (FOMC) meeting.
December 5, 2025
Waiting Game as PCE Inflation Loom Soon After Open
Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks before next week's Fed decision.
December 5, 2025
Looking to the Futures
Bitcoin (/BTCZ25) and Ethereum (/ETHZ25) Futures looked to continue their rebound from the recent November lows on Thursday as optimism of a December rate cut continues across the broader market.
December 5, 2025
New Batch of Jobs Data Next After Surprise Drop
Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.
December 4, 2025
2026 Outlook: Treasury Bonds and Fixed Income
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
December 3, 2025
Salesforce, Macy's, Crypto, and ADP Jobs in Focus
Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.
December 3, 2025
Economic Moats: Why They Matter
Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.
December 3, 2025
What Are 0DTE Options? Learn the Basics
Explore the popularity of 0DTE options trading. With increased volume comes tighter spreads but beware of market volatility. Learn about the potential risks and rewards.
December 2, 2025
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
December 2, 2025
Option Traders: How Portfolio Margin Works
Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.
December 1, 2025
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
November 24, 2025
Are Transports Losing Their Barometer Status?
Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?
November 24, 2025
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
November 21, 2025
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