Stay up to date on commentary related specifically to US markets.

Stocks Flat, Yields and Oil Down on Data, War News

After the blistering mid-week rally, stocks flattened early amid a host of data and earnings and as investors remain hopeful peace talks can resume. Oil and yields both retreated.

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

Schwab Market Perspective: Navigating Uncertainty

Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

The Short Interest Monitor

This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.

Gambler's Blues: Betting Isn't Investing

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

Fed Holds Rates Steady, Still Sees One Cut in 2026

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

Dire Strait: War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.