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Markets & Economy

Get timely stock market analysis, perspectives and ideas from Charles Schwab & Co., Inc.

Markets & Economy

Perspective: Market v. Economy

Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.

January 17, 2025 Liz Ann Sonders • Kathy Jones • Jeffrey Kleintop • Kevin Gordon

Weekly Trader's Outlook

Stocks are on pace for the best weekly gains since November, driven by a drop in bond yields following cooler-than-expected monthly inflation data.

January 17, 2025

Today's Options Market Update

The continued retreat from 14-month high Treasury yields gave stocks an early lift ahead of a long weekend and Monday's inauguration. Housing data exceeded expectations.

January 17, 2025

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

January 17, 2025

Yields Down, Stocks Climb

The continued retreat from 14-month high Treasury yields gave stocks an early lift ahead of a long weekend and Monday's inauguration. Housing data exceeded expectations.

January 17, 2025

Markets & Economy

Looking to the Futures

Natural gas has retreated from a two-year high reached on Sunday but remains elevated compared to recent levels.

January 17, 2025

LA Fires: Muni Bond Risk

The wildfires may affect some municipal bond issuers in the devastated areas, but the impact to other California bonds or to the broader muni market is likely limited.

January 16, 2025

What's Ahead for China?

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

January 13, 2025

Markets & Economy

Monday's Schwab Market Update Podcast

Investors don't get a break from yield worries as both CPI and PPI loom this week. But bank earnings could distract. Major indexes hit post-election lows in Friday's sell-off.

January 13, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

January 13, 2025

Equity Awards in a Down Market

Some equity compensation plans have protections built in to help you weather market downturns. If you're concerned about market volatility, here are a few strategies to consider.

January 10, 2025

Markets & Economy

Congress Faces Policy Agenda

Donald Trump and Republicans support sweeping changes that could affect the economy, markets and investors. But narrow margins in Congress could complicate that agenda.

January 10, 2025

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

January 09, 2025

Treasuries: Riding the Range

Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.

January 08, 2025

Markets & Economy

It Was a Very Good Year

Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.

January 06, 2025

Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

January 03, 2025

Major Indexes Sink on Fed News

U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.

December 18, 2024

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Insights & Ideas are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.