Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Schwab Market Perspective

Our point of view on recent market and economic activity.

Netflix Outlook Disappoints, Sentiment Data Ahead

Consumer sentiment and housing data loom as investors digest a disappointing outlook from Netflix. Geopolitical worries could keep markets volatile after chips dove Thursday.

Weekly Trader's Outlook

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.

Looking to the Futures

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

Falling Chips, Rising Oil, Netflix All Weigh Early

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.

Taiwan Semiconductor, Netflix, Retail Sales Ahead

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.

Morgan Stanley, ASML Ahead as PPI Data, Warsh Loom

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.

CPI, Banks, Warsh in View as War, Rate Fears Climb

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.

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

After Light Monday, Big Banks, CPI and Warsh Loom

The week starts slowly but accelerates tomorrow with CPI, big bank results, and congressional testimony by Fed Chair Warsh. Two key chip industry firms report later this week.