Schwab Market Update Audio
Episodes
Weekend Talks, Netflix in Focus After Record Highs
17 Apr 2026
Contributed by Lukas
A looming deadline for the ceasefire with Iran could keep investors cautious today with indexes at record highs and the weekend ahead. Netflix dove af...
Record Highs Reflect Solid Earnings, Peace Hopes
16 Apr 2026
Contributed by Lukas
Netflix and Taiwan Semiconductor lead the earnings charge today after a record high for the S&P 500 Wednesday. Strong corporate results and hopes for ...
Wall Street Near All-Time Highs, Optimistic on War
15 Apr 2026
Contributed by Lukas
More bank and semiconductor earnings await investors after major indexes neared all-time highs on peace hopes. Tech shares are back on the upswing, fu...
Banks, PPI Loom After Stocks Start Week on a Roll
14 Apr 2026
Contributed by Lukas
JPMorgan Chase and other major banks report before the open, with PPI also due after a rally to begin the week. The S&P 500 Index is now above where i...
Earnings Season Ahead, Pulling Focus from War, Oil
13 Apr 2026
Contributed by Lukas
Bank earnings start the reporting season with Goldman Sachs today and several other large firms tomorrow. This could attract some focus away from the ...
CPI Next with Focus on Ceasefire as Weekend Looms
10 Apr 2026
Contributed by Lukas
Trading could be cautious today after the solid rally, with investors on the lookout for today's March CPI data and any new developments on the ceasef...
After Ceasefire Rally, Focus Turns to Inflation
09 Apr 2026
Contributed by Lukas
PCE returns data to the front burner after stocks posted a robust rally yesterday in response to a fragile ceasefire. Strait traffic didn't immediatel...
Stocks on Edge as War, Oil Remain in Sharp Focus
08 Apr 2026
Contributed by Lukas
Trading today could hinge on any fresh escalation or de-escalation of the war, as well as the impact of oil prices. Stocks were resilient early this w...
Iran Deadline Looms, Putting Focus on Oil, Yields
07 Apr 2026
Contributed by Lukas
President Trump's deadline tonight for Iran to re-open the strait or face new attacks could keep investors nervous today, keeping focus on oil. A Trea...
After Surprise Jobs Jump, Key Inflation Data Ahead
06 Apr 2026
Contributed by Lukas
Friday's March payrolls data that showed jobs growth of 178,000 sent bond yields higher in holiday trading. This week brings key inflation reports and...
Wall Street Tracks Oil, Jobs Data Before Holiday
02 Apr 2026
Contributed by Lukas
After two strong days of rallies, Wall Street approaches the holiday weekend preparing for Friday's jobs report and tracking oil and war news. Equity ...
After Relief Rally, Market Still Faces Oil, War
01 Apr 2026
Contributed by Lukas
Tuesday's rally was the best since May on hopes for progress ending the war. Oil remained up, with investors eyeing results from Nike and awaiting mor...
Job Openings, Nike Earnings Up Next in Short Week
31 Mar 2026
Contributed by Lukas
This week's packed data calendar gets started today with job openings and consumer confidence. Nike reports later. Stocks mostly fell to start the wee...
After Five Straight Weeks of Losses, Jobs Data Due
30 Mar 2026
Contributed by Lukas
A series of key jobs reports could take focus off of geopolitics and oil at least somewhat in a week shortened by the Good Friday holiday. Nonfarm pay...
Stocks Tracking for Longest Loss Streak Since 2022
27 Mar 2026
Contributed by Lukas
The S&P 500 is on track for its fifth straight losing week, the longest stretch since mid-2022. Risk-off sentiment rose as the weekend approached with...
Oil Still Fuels Markets with Earnings, Data Scarce
26 Mar 2026
Contributed by Lukas
Major indexes are up slightly this week as investors cling to hopes of relief from the conflict and lower oil prices. With little data or earnings, oi...
Crude Still at Wheel with Market Focused on War
25 Mar 2026
Contributed by Lukas
Stocks slumped heading into mid-week as news reports showed little progress ending the conflict and crude rebounded. Today brings Chewy earnings and i...
Investors Seek More Signs of Iran Thaw After Rally
24 Mar 2026
Contributed by Lukas
Monday's rally on news of talks with Iran faded, and renewed vigor may depend on evidence of progress toward re-opening the Strait. Earnings are light...
After Worst Week of Year, War and Oil Center Stage
23 Mar 2026
Contributed by Lukas
War and oil have the spotlight almost to themselves as the week ahead features little in the way of major data or earnings news. The S&P 500 hit six-m...
Thin Data, Earnings Keep Crude, War in Spotlight
20 Mar 2026
Contributed by Lukas
With earnings and data sparse, there could be less distraction from oil and the war. The S&P 500 fell below a key technical level Thursday and today i...
Oil Remains In-Focus After Fed Holds Rates Steady
19 Mar 2026
Contributed by Lukas
Investors’ eyes are still locked on the Middle East conflict as surging oil prices weigh on markets. FedEx, Alibaba, and Accenture earnings are on d...
Fed Seen Pausing Later as PPI, Oil Get Early Focus
18 Mar 2026
Contributed by Lukas
The Fed is seen keeping rates paused at its meeting today, but investors await key economic and rate projections. PPI and crude are front and center e...
Fed Gathers Amid Focus on Crude, Nvidia GTC Event
17 Mar 2026
Contributed by Lukas
As the Fed prepares for a rate decision tomorrow, few expect a move. Instead, focus might stay on crude after its retreat gave stocks a lift Monday. N...
Fed, Nvidia, Micron Loom but $98 Crude Crowds View
16 Mar 2026
Contributed by Lukas
Investors face a Fed meeting, chip giant Micron's results, and a long awaited Nvidia conference. Stocks are down three straight weeks, and oil hit $98...
Stocks at 3-Month Lows Awaiting PCE, Job Openings
13 Mar 2026
Contributed by Lukas
Blistering rallies in crude and yields sent the S&P 500 to its lowest close since November on Thursday. PCE and job openings data, along with sentimen...
Crude Still in Control Ahead of Adobe Results, PCE
12 Mar 2026
Contributed by Lukas
With PCE inflation data due Friday but little data today, focus could fixate on oil prices and the war. Adobe reports later, shifting attention to the...
CPI Ahead, Oracle Tops Estimates, But Eyes on Oil
11 Mar 2026
Contributed by Lukas
Investors wait for the February CPI this morning and mull stronger-than-expected earnings from Oracle, with eyes on crude oil as war news continues to...
Volatile Markets Keep Looking Toward Middle East
10 Mar 2026
Contributed by Lukas
Though Wall Street embarked on a massive rebound yesterday, choppiness could remain a feature with crude oil elevated. Oracle reports later today and ...
After Worst Week in Months, Oil's Influence is Key
09 Mar 2026
Contributed by Lukas
Crude oil prices could continue calling the shots this week as war remains front and center. Last Friday's disappointing jobs report raises new econom...
Waiting for Jobs Data, Watching Crude and War News
06 Mar 2026
Contributed by Lukas
Today's February nonfarm payrolls report might shift attention from war news, at least for the moment. Analysts expect a gain of 60,000 jobs, down fro...
Awaiting Key Jobs Data, Investors Monitor War News
05 Mar 2026
Contributed by Lukas
Though war news may continue to dominate, investors are also focused on Friday's February jobs report and yesterday's Broadcom results. Productivity a...
Bears in Control as War Rages, Volatility Flares
04 Mar 2026
Contributed by Lukas
Despite another late recovery attempt Tuesday, the market remains in largely negative straits as war keeps oil prices elevated. Broadcom reports later...
Still Tracking Middle East, Market Awaits Earnings
03 Mar 2026
Contributed by Lukas
Stocks showed resilience Monday despite crude's rally after war erupted in the Middle East. Today brings earnings from consumer giants, as well as fro...
Iran War Puts Oil Prices, Volatility in Spotlight
02 Mar 2026
Contributed by Lukas
War in the Middle East shifted focus to oil prices and could trigger volatility and a flight to perceived safety. Trading might be turbulent unti...
Inflation Data Front and Center After Tech Tumble
27 Feb 2026
Contributed by Lukas
January PPI could be a road sign for the Fed, and the broader market is barely changed this week despite Thursday's Nvidia-led sell off in tech. Next ...
Market Mulls Nvidia Results After Another Rally
26 Feb 2026
Contributed by Lukas
Nvidia's results, and to a lesser extent earnings from Salesforce, are the main focus this morning after a tech-led rally to two-week highs yesterday....
Nvidia Results Ahead, with Software Also in Focus
25 Feb 2026
Contributed by Lukas
Nvidia results after the close dominate the news cycle barring outside events. Salesforce also reports this afternoon following a revival for software...
Trade in Focus but Earnings Could Take Spotlight
24 Feb 2026
Contributed by Lukas
After a Monday marked by trade-related uncertainty, key software, consumer, and tech results vie for attention today and tomorrow, starting with Home ...
Tariff Drama, Upcoming Nvidia Earnings In-Focus
23 Feb 2026
Contributed by Lukas
A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed sp...
Inflation Data Next with Stocks, Yields Rangebound
20 Feb 2026
Contributed by Lukas
This morning's December PCE data could set the tone, but tension with Iran is another focus. So is private credit after jitters yesterday when stocks ...
Walmart, Deere Up Next Ahead of Key Inflation Data
19 Feb 2026
Contributed by Lukas
Focus returns to earnings as Walmart and Deere report before the bell. Both stocks had strong starts in 2026. Investors also brace for critical PCE an...
Fed Minutes Loom as Cautious Trading Persists
18 Feb 2026
Contributed by Lukas
Fed minutes might provide insight on rate policy after Palo Alto Networks' results Tuesday failed to cheer tech traders. Caution remains elevated as r...
Short Week Packed with Data as Caution Persists
17 Feb 2026
Contributed by Lukas
This week features GDP and PCE prices Friday after Walmart reports Thursday. Volatility is up after another poor showing from major indexes last week ...
After Another Sell Off, Investors Brace for CPI
13 Feb 2026
Contributed by Lukas
Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weeken...
Jobs Data Fail to Move Needle, Investors Await CPI
12 Feb 2026
Contributed by Lukas
Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDo...
Jobs Posting: After Weak Data, Payrolls Awaited
11 Feb 2026
Contributed by Lukas
Today's nonfarm payrolls follows weak retail sales that sent yields to one-month lows. Analysts see 70,000 jobs created last month. Shopify, McDonald'...
Jobs Data Near, but First a Pause for Refreshment
10 Feb 2026
Contributed by Lukas
Before Wednesday's critical jobs report, investors hear today from Coca-Cola and Ford. Retail sales also bow, with stocks up two days in a row. Jobs g...
After Head-Spinning Week, Job and CPI Data Awaited
09 Feb 2026
Contributed by Lukas
Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long ...
Consumer Sentiment Next After Amazon Disappoints
06 Feb 2026
Contributed by Lukas
Investors digest Amazon's earnings miss and free-falling crypto as they await what's expected to be gloomy consumer sentiment data. The Nasdaq 100 is ...
With Tech in Retreat, Jobs Data and Amazon Awaited
05 Feb 2026
Contributed by Lukas
Tech weakness weighed on indexes so far this week, but there's strength below the surface. Investors await Amazon later while mulling Alphabet's resul...
Mega-Cap Earnings, ADP Jobs In-Focus Post Tech Dip
04 Feb 2026
Contributed by Lukas
Investors will be closely watching ADP's private payrolls report today with government figures delayed due to the shutdown. Alphabet earnings on deck ...
Data Outage a Headwind, with AMD Results Due Later
03 Feb 2026
Contributed by Lukas
Though the government shutdown means no jobs data this week, there are lots of earnings to monitor. Palantir impressed Monday and Advanced Micro Devic...
Disney on Stage Before Jobs Data Steal Spotlight
02 Feb 2026
Contributed by Lukas
Earnings from Disney kick off a busy reporting week also featuring Amazon and Alphabet. Jobs data is plentiful ahead of Friday's nonfarm payrolls repo...
Inflation, Apple Assessed Before Shutdown Deadline
30 Jan 2026
Contributed by Lukas
Progress seemed possible to keep a government shutdown relatively short, and investors await wholesale price data. They also mull Apple results and ch...
After Fed Pause and Mega-Cap Results, Apple Next
29 Jan 2026
Contributed by Lukas
The markets paused along with the Fed yesterday but focus today is on earnings released late Wednesday by three mega-caps. Apple reports later. Meta a...
Fed Decision, Meta, Microsoft, and Tesla Ahead
28 Jan 2026
Contributed by Lukas
After a relatively quiet start to the calendar today, things get crowded starting with the Fed's 2 p.m. rate decision and then three mega-cap earnings...
Earnings Schedule Heats Up as Fed Meeting Starts
27 Jan 2026
Contributed by Lukas
A Fed meeting starts today with little chance seen of a rate move. Meanwhile, 90 S&P 500 companies line up to report this week including Boeing and Ge...
Earnings Parade Continues as Fed Gathers
26 Jan 2026
Contributed by Lukas
After a wild week of geopolitical volatility, investors track mega-cap earnings and a Fed meeting in days ahead, with no rate move seen. Four of the M...
Intel Results Mulled as Earnings Season Speeds Up
23 Jan 2026
Contributed by Lukas
Intel initially dropped after better-than-expected results but disappointing guidance. Investors prepare for several Magnificent Seven earnings and a ...
After Whipsaw Start to Week, PCE and Intel Loom
22 Jan 2026
Contributed by Lukas
Stocks found new strength Wednesday after Tuesday's slide, helped by positive geopolitical news. Today brings PCE inflation data in the morning and In...
Greenland Spat Jars Markets, Earnings Overshadowed
21 Jan 2026
Contributed by Lukas
Strong earnings haven't been able to buoy U.S. stocks with investors rattled by tariff rhetoric amid President Trump's push to acquire Greenland. John...
Packed Earnings Slate, Economic Data Loom Large
20 Jan 2026
Contributed by Lukas
Earnings season is off to a strong start, but this week's packed reporting calendar and upcoming economic data will test whether the momentum can hold...
Fed Speakers, Bank Earnings, TSM Strength in Focus
16 Jan 2026
Contributed by Lukas
Investors will be closely watching more bank earnings reports and another group of Fed speakers on Friday after TSM's strong earnings report boosted c...
More Bank Earnings, Jobless Claims, TSM Ahead
15 Jan 2026
Contributed by Lukas
More bank earnings arrive today along with jobless claims and Taiwan Semiconductor results. Tech and banking sectors have struggled this week. Metals ...
PPI Data, Big Bank Results, Retail Sales Line Up
14 Jan 2026
Contributed by Lukas
Today features December PPI, earnings from three large banks, and retail sales. Investors also await a possible Supreme Court tariff ruling, while oil...
JPMorgan Results, CPI Due After Fresh Record Highs
13 Jan 2026
Contributed by Lukas
December CPI and JPMorgan Chase are out before the open, with analysts expecting solid results from JPM and 0.3% CPI gains. Treasury yields are near t...
Banks, CPI, Fed Speeches Follow Mixed Jobs Data
12 Jan 2026
Contributed by Lukas
Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-...
December Jobs Data Awaited, Tariff Ruling Possible
09 Jan 2026
Contributed by Lukas
The December jobs report today is expected to show growth of 55,000, a relatively low number. Today could also bring a Supreme Court tariff ruling, bu...
One Day to Go: Jobs Data Looms Amid Geopolitics
08 Jan 2026
Contributed by Lukas
Investors are on pins and needles waiting for Friday's December payrolls report, with expectations at around 55,000. Weak data Wednesday helped weigh ...
Jobs News Next After Rally but Geopolitics Intrude
07 Jan 2026
Contributed by Lukas
Investors await job openings and ADP employment data, but worries about geopolitics, including Greenland and Venezuela, remain in the mix after Tuesda...
Jobs Data Next as Venezuela, Oil Prices Tracked
06 Jan 2026
Contributed by Lukas
Wall Street responded positively Monday to weekend U.S. strikes on Venezuela. Focus could stay on developments there and in oil today before jobs data...
Jobs Data, U.S. Action Vs. Venezuela in Focus
05 Jan 2026
Contributed by Lukas
Ahead of Friday's jobs report, investors might focus on the U.S. action against Venezuela and a tech industry meeting featuring Nvidia's CEO. Manufact...
Quiet Trading Likely as Markets Kick off 2026
02 Jan 2026
Contributed by Lukas
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 maj...
Farewell, 2025: Stocks Down for Week, up 17% YTD
31 Dec 2025
Contributed by Lukas
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 bef...
Minutes Ahead: Investors Get Look at Rate Debate
30 Dec 2025
Contributed by Lukas
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 a...
Shortened Trading Week Features Fed Minutes
29 Dec 2025
Contributed by Lukas
Fed minutes tomorrow highlight another holiday-shortened week where volume could be light. No major earnings or data are due, and trading is shortened...
Light Calendar To Watch With Stocks At Highs
26 Dec 2025
Contributed by Lukas
Investors will look ahead to the new year with no major economic reports and only a few earnings releases on the calendar. Fed minutes and housing dat...
Markets Mull Strong GDP On Shortened Trading Day
24 Dec 2025
Contributed by Lukas
Investors have a thin slate of earnings and economic data to monitor today, leaving the focus on the stronger-than-expected third-quarter GDP report w...
Investors Eye GDP, Consumer Sentiment in Slow Week
23 Dec 2025
Contributed by Lukas
Investors will be monitoring the GDP and Consumer Confidence reports with earnings season in hibernation during a shortened holiday week.Important Dis...
Thin Holiday Trade Likely After Late-Week Comeback
22 Dec 2025
Contributed by Lukas
Improving investor sentiment around AI helped stocks claw back late last week, while trading could be light in coming days ahead of holiday closures. ...
BOJ Decision, FedEx, and Nike Results Follow Rally
19 Dec 2025
Contributed by Lukas
After Thursday's comeback driven by CPI data and Micron, investors contemplate a BOJ rate decision and earnings from Nike and FedEx. Consumer sentimen...
CPI Next with Stocks in 4-Day Slump as Tech Wilts
18 Dec 2025
Contributed by Lukas
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...
Micron Up Next as Investors Prepare for CPI Read
17 Dec 2025
Contributed by Lukas
Micron reports later with investors still digesting Tuesday's jobs data. CPI data, FedEx, and Nike loom Thursday, with tech shares under a microscope ...
Jobs Data Anticipation Grows as Light Growth Seen
16 Dec 2025
Contributed by Lukas
Today's delayed November jobs report at 8:30 a.m. ET is likely to set the tone. Analysts see lethargic growth of 30,000. Tech shares, especially AI, l...
Jobs Data, BOJ, Loom After Tech, Treasuries Drop
15 Dec 2025
Contributed by Lukas
Tomorrow's jobs report, Thursday's Nike results and Friday's BOJ decision are weekly highlights, but focus could stay on fast-retreating tech stocks a...
Broadcom Results Assessed After Stocks Post Record
12 Dec 2025
Contributed by Lukas
Chipmaker Broadcom beat analysts' earnings, revenue, and guidance with results late yesterday following new record-high closes for the DJIA and S&P 50...
Markets Digest Fed Cut, Broadcom Earnings On Deck
11 Dec 2025
Contributed by Lukas
Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high o...
Fed Cut Seen, but Dissents, Powell, Dot Plot Eyed
10 Dec 2025
Contributed by Lukas
Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation...
Job Openings, 10-Year Auction Ahead as Fed Meets
09 Dec 2025
Contributed by Lukas
Futures trading shows 90% odds of a Fed rate cut tomorrow. Yields rose again Monday, a possible headwind for stocks, while job openings data arrive af...
Fed Meeting, Job Openings, Oracle Pack a Busy Week
08 Dec 2025
Contributed by Lukas
This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes a...
Waiting Game as PCE Inflation Loom Soon After Open
05 Dec 2025
Contributed by Lukas
Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks befor...
New Batch of Jobs Data Next After Surprise Drop
04 Dec 2025
Contributed by Lukas
Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowfl...
Salesforce, Macy's, Crypto, and ADP Jobs in Focus
03 Dec 2025
Contributed by Lukas
Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with M...
Tech Results Ahead as Sentiment, Crypto Moves Eyed
02 Dec 2025
Contributed by Lukas
Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role aft...
Blast of Data Start Month Following Mixed November
01 Dec 2025
Contributed by Lukas
Data this week touch on manufacturing, inflation, and jobs. The Fed is quiet ahead of next week's meeting, and stocks had a mixed November highlighted...
Stocks Face Short Day with SPX Near Even for Month
28 Nov 2025
Contributed by Lukas
The four-day rally has the S&P 500 near even for November after being down 5% just last week. Risk-on sentiment appears back, though a 1 p.m. ET close...
Jobless Claims, Deere Follow Early Holiday Party
26 Nov 2025
Contributed by Lukas
Results from Deere and initial weekly jobless claims are due with Wall Street on a 3-day win streak. Hopes for a rate cut surged this week and Alphabe...
PPI, Retail Sales Data Await Following Big Rally
25 Nov 2025
Contributed by Lukas
Stocks are up two straight days following Monday's tech-led rally bolstered by Alphabet and Broadcom. PPI and retail sales data loom along with Best B...
Short Week Packed with Earnings After Sell-off
24 Nov 2025
Contributed by Lukas
This holiday-shortened week features a busy earnings schedule along with retail sales and PPI. VIX and crypto trading may be key to watch after last w...
After Ugly Tech Reversal, Sentiment Data Awaited
21 Nov 2025
Contributed by Lukas
Thursday's rally-killing plunge submerged AI stocks and sent the S&P 500 to 2-month lows. Sentiment data loom as major indexes and cryptocurrencies st...