Markets and Economy

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

Quiet Trading Likely as Markets Kick off 2026

Stocks start 2026 on a four-day skid after another drop Wednesday amid little news. Trading could be light between the holiday and the weekend. No major data or earnings are due.

AI Shares Spark New Year's Rally After 4-Day Slump

After four straight losing sessions to finish 2025, the new year begins with major indexes rising thanks to strength in the AI sector. Next week features a host of U.S. jobs data.

Looking to the Futures

Markets and investors wished 2025 farewell on Wednesday with most major indices dipping lower on the last trading day of the year. S&P 500 Futures (/ESH26) settled at 6892.5 on Wednesday down from its previous close of 6944.25.

Farewell, 2025: Stocks Down for Week, up 17% YTD

The S&P 500 index is down three straight days but up 17% for the year. Jobless claims are the only data on tap but today is a full trading session before tomorrow's holiday.

Minutes Ahead: Investors Get Look at Rate Debate

In an otherwise slow holiday week, one highlight is Fed minutes due at 2 p.m. ET. Thin volume has made trends tough to track, and stocks fell Monday amid tech and metals weakness.

Shortened Trading Week Features Fed Minutes

Fed minutes tomorrow highlight another holiday-shortened week where volume could be light. No major earnings or data are due, and trading is shortened Wednesday and shut Thursday.

Weekly Trader's Outlook

Stocks were able to register a late-week recovery, largely supported by yesterday's inflation data, but it's unclear whether a year-end rally is in the cards for investors.

Closing Thoughts on a Year of Uncertainty

At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.

CPI Next with Stocks in 4-Day Slump as Tech Wilts

The S&P 500 starts today on a four-day losing streak ahead of an ECB rate decision and U.S. CPI. Analysts expect a 0.3% headline inflation rise. FedEx and Nike report later today.

Schwab's Market Perspective: 2026 Outlook

Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.