Markets and Economy

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

Bank of Japan, Verizon, American Express in Focus

The Bank of Japan's rate decision and earnings from American Express and Verizon could vie for investor focus today to end a short week that's seen gains for stocks and yields.

Today's Options Market Update

Stocks are consolidating some of yesterday’s gains as traders continue to monitor quarterly earnings results and recent policy announcements from the Trump administration.

Following Rally, Wall Street Awaits BoJ, Claims

The S&P 500 index hit an all-time intraday high yesterday on firm earnings results and general economic optimism. A Bank of Japan meeting and U.S. weekly jobless claims are ahead.

Schwab Market Update

An early rise in yields hurt stocks despite mostly solid earnings. Jobless claims topped expectations, taking some pressure off yields, with a Bank of Japan meeting in focus.

Looking to the Futures

SoftBank Group Corp., OpenAI, and Oracle Corp. announced a $100 billion joint venture to fund artificial intelligence infrastructure.

Netflix Impresses After Stocks Hit 1-Month High

Following yesterday's S&P 500 close at one-month highs, Netflix reported solid subscriber and revenue gains, lifting shares 10%. Strength could spill into other streaming names.

After Inauguration, Focus Turns to Netflix, TikTok

The inauguration yesterday put tariffs in the spotlight, but the Supreme Court's decision allowing a TikTok ban and Netflix results later are also in focus, along with yields.

Are California Fires a Risk to the Muni Market?

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.

Hard to Handle: A Look at Hard vs. Soft Data

Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.

Weekly Market Outlook

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