Schwab Market Update Audio

Jobs Data Next as Budget Bill, Trade Stay in News

02 Jul 2025

Contributed by Lukas

Investors await jobs growth and layoff data along with tomorrow's key nonfarm payrolls report. The House takes up the budget after Senate passage, whi...

Jobs Clock Starts Ticking, With Powell on Deck

01 Jul 2025

Contributed by Lukas

Job openings kick off a host of labor-related data, and Powell speaks on a panel this morning. Budget and trade chatter are also top of mind as market...

Following Record High, Market Faces Jobs Parade

30 Jun 2025

Contributed by Lukas

Jobs data dominate a holiday-shortened week, highlighted by Thursday's June payrolls. Stocks hit new record highs Friday despite trade tension with Ca...

Inflation Data, Bank Stress Tests, Sentiment Ahead

27 Jun 2025

Contributed by Lukas

Investors brace for May PCE prices, Fed stress test results on big banks, and final June consumer sentiment. Nike shares are under a microscope after ...

Jobless Claims, Nike Next but Tariff Focus Resumes

26 Jun 2025

Contributed by Lukas

Nike results and jobless claims, along with GDP, are on tap after Micron reported solid earnings late Wednesday. With Middle East fears receding, tari...

More Powell Ahead Along with Micron Results

25 Jun 2025

Contributed by Lukas

Fed's Powell speaks to a Senate committee after helping key Tuesday's rally by signalling flexibility on rates. Micron reports later, and the Middle E...

Powell Prep: Fed Chair Ahead as Iran Updates Eyed

24 Jun 2025

Contributed by Lukas

Fed Chair Powell addresses legislators today and may be asked about dovish remarks from policy makers. Separately, Middle East developments remain top...

Markets Play Waiting Game on Tariffs, Budget, Iran

23 Jun 2025

Contributed by Lukas

Markets remain range-bound amid low volatility as investors take a "wait-and-see" approach ahead of some key deadlines. Elsewhere, Powell gets ready t...

Investors Mull Fed Projections, Watch Middle East

20 Jun 2025

Contributed by Lukas

Markets barely moved late Wednesday after the Fed meeting and before Thursday's holiday. Geopolitical concerns and "triple-witching" volatility could ...

Fed in Spotlight but May Get Eclipsed by War Fears

18 Jun 2025

Contributed by Lukas

The Fed isn't seen changing rates, but its projections and Powell's press conference will be watched. War concerns intensified yesterday on Trump's po...

Retail Sales, Fed Ahead While Market Monitors War

17 Jun 2025

Contributed by Lukas

War continues despite reports that Iran may want to negotiate. Investors await today's retail sales and tomorrow's Fed projections after Monday's rebo...

Middle East War, Central Banks Could Dominate Week

16 Jun 2025

Contributed by Lukas

Markets limp into the new week, hit hard Friday by fighting between Iran and Israel. The spike in crude prices raised inflation fears ahead of Bank of...

Weekend Nears with Stocks Up Despite Trade Concern

13 Jun 2025

Contributed by Lukas

Major indexes approach the weekend with light gains despite disappointment over tariff outcomes. Consumer sentiment is due after the open. Next week b...

Oracle, PPI Mulled as China Deal Fails to Excite

12 Jun 2025

Contributed by Lukas

A U.S. deal with China got a lukewarm greeting as it keeps high tariffs and doesn't seem to open room for additional U.S. chip sales. Oracle beat expe...

Trade Talks Eyed Amid Upbeat Patter, with CPI Next

11 Jun 2025

Contributed by Lukas

Trade talks between China and the U.S. remain the main item on today's menu, but U.S. May CPI is also ahead and so is a 10-year Treasury auction. Orac...

Trade on Front Burner as China/U.S. Talks Continue

10 Jun 2025

Contributed by Lukas

Trade negotiations remain in focus today after little sign of a breakthrough Monday. Apple is back in the spotlight after day one of its conference fa...

Inflation Data, Bond Auctions, Apple Meeting Ahead

09 Jun 2025

Contributed by Lukas

May inflation data, Treasury auctions, and Apple's Worldwide Developers Conference vie for investor attention this week. Also, U.S. and Chinese offici...

Jobs Report in Focus Amid More Signs of Softness

06 Jun 2025

Contributed by Lukas

May nonfarm payrolls data is expected to show 130,000 new jobs, but recent labor reports suggest weakening employment. Trade talk swirls and Tesla lic...

Broadcom, Layoffs, Claims Data Highlight Busy Day

05 Jun 2025

Contributed by Lukas

Earnings from semiconductor giant Broadcom await after the close. Before that, investors will digest jobless claims after a sharp rise last week, alon...

Jobs Week Rolls on as Market Awaits Trade News

04 Jun 2025

Contributed by Lukas

ADP jobs data today precedes layoff data tomorrow. Trade is in focus, especially regarding China. Chip stocks rose ahead of Broadcom's results, and no...

Job Openings Next in Week Dominated by Labor Data

03 Jun 2025

Contributed by Lukas

Job openings are seen at around 7 million, low for the post-Covid era. CrowdStrike reports after the close. Yields are in focus after climbing Monday ...

Jobs Data, Trade War, Powell on Weekly Calendar

02 Jun 2025

Contributed by Lukas

Jobs data dominate the week, but remarks from Fed Chairman Powell today are also awaited along with further trade developments after last week's court...

Tariff Rulings Eyed Ahead of PCE, Sentiment Data

30 May 2025

Contributed by Lukas

Yesterday's head-snapping court rulings on tariffs caused confusion, which could mean cautious markets. Meanwhile, investors await today's PCE prices ...

Digesting Fed Minutes and Nvidia, Market Eyes GDP

29 May 2025

Contributed by Lukas

Nvidia and Salesforce results late yesterday remain factors along with a slew of retail earnings today, including Best Buy and Costco. GDP and jobless...

Nvidia and Salesforce Earnings, Fed Minutes Loom

28 May 2025

Contributed by Lukas

After yesterday's firm rally, investors await an avalanche of news this afternoon including Fed minutes before the close, followed by Nvidia and Sales...

Treasury Auctions, Trade, Nvidia Take Center Stage

27 May 2025

Contributed by Lukas

In a holiday-shortened week, investors have lots on their plates including several Treasury auctions, Nvidia results Wednesday, and any new developmen...

Yields, Home Sales Take Stage Before Long Weekend

23 May 2025

Contributed by Lukas

Trading could be light before the long weekend, with U.S. markets closed Monday for Memorial Day. New home sales are due, but yields remain in focus a...

House Budget Battle Keeps Rising Yields in Focus

22 May 2025

Contributed by Lukas

The bond market could keep leading stocks today after Wall Street tumbled Wednesday on spiking yields. The budget debate in Congress puts deficit worr...

Will Defensive Tone Last? More Retail Results Next

21 May 2025

Contributed by Lukas

After a six-session win streak ended, investors await Target and Lowe's. Defensive sectors health care and utilities led early this week, possibly ref...

Home Depot Results, D.C. Budget Debate in Focus

20 May 2025

Contributed by Lukas

Housing dominates today as Home Depot and Toll Brothers report, and Congress debates a budget plan. The market shook off Moody's downgrade of U.S. deb...

Investors Await Details of Trade Discussions

19 May 2025

Contributed by Lukas

The markets are coming off a strong week after a sudden thaw in U.S.-China trade relations, but tariffs and inflation remain a concern.Important Discl...

Sentiment Data Next Following Defensive Shift

16 May 2025

Contributed by Lukas

Investors brace for consumer sentiment data and options expiration after Treasury yields fell on weak PPI and retail sales yesterday. More retail earn...

Walmart, PPI, Retail Sales and Powell Awaited

15 May 2025

Contributed by Lukas

It's a busy day to say the least, with Walmart earnings, wholesale prices, retail sales, and remarks from Fed Chairman Powell all due before the open....

Earnings in Spotlight with Cisco, Walmart Ahead

14 May 2025

Contributed by Lukas

Tech giant Cisco reports after the close and Walmart is Thursday. Higher yields could be a hindrance after two days of stock rallies, and Fed Chair Po...

CPI Next, but Trade in Spotlight Following Rally

13 May 2025

Contributed by Lukas

Today's April CPI data could show the early impact of tariffs and follows a sharp yield rise Monday. Stocks start at two-month highs after yesterday's...

Trade at Center Stage but CPI, Walmart also Loom

12 May 2025

Contributed by Lukas

Stocks treaded gingerly as traders focus on talks between the U.S. and China and await Tuesday's CPI and Thursday's results from Walmart. Fed Chairman...

Weekend Trade Talks Loom and Yields Raise Concerns

09 May 2025

Contributed by Lukas

As trade talks loom this weekend between the U.S. and China, investors have their eyes on rising U.S. yields following a weak auction yesterday that r...

Fed Stays on Pause, Chips Rally on Export Hopes

08 May 2025

Contributed by Lukas

After the Fed left rates unchanged, as expected, markets got a late boost Wednesday on hopes President Trump might lift certain chip export restrictio...

Fed, Disney on Tap with Tariffs Nipping at Rally

07 May 2025

Contributed by Lukas

No Fed rate change is expected today, but investors await Powell's take. Disney reports this morning. Stocks had a rough start this week as trade fear...

Win Streak Ends, Fed Meeting Starts and AMD Next

06 May 2025

Contributed by Lukas

A 9-day SPX win streak is over as investors await trade deals and fret over inflation. The Fed meets today with no rate cut seen, and chip firm Advanc...

Fed Meeting, Treasury Auctions Dominate Week

05 May 2025

Contributed by Lukas

The Fed meets but no rate change is expected, and the U.S. Treasury auctions $125 billion in debt this week. Ford and Palantir report today, and the S...

Payrolls Data Next As Investors Mull Apple, Amazon

02 May 2025

Contributed by Lukas

April payrolls jobs growth is seen at 130,000, well below March. Amazon and Apple both disappointed, judging from initial market response, and the SPX...

Microsoft, Meta Impress and Apple, Amazon Loom

01 May 2025

Contributed by Lukas

Solid results from Meta and Microsoft precede Apple and Amazon earnings later today. This morning features jobless claims and ISM Manufacturing with t...

Microsoft, Meta, PCE and GDP Ahead as April Closes

30 Apr 2025

Contributed by Lukas

The last day of April brings Microsoft and Meta Platforms results, PCE prices, and first quarter GDP. The SPX is up six days in a row on trade optimis...

Jobs, Starbucks, GM Next with SPX Streak at Five

29 Apr 2025

Contributed by Lukas

Job openings, consumer confidence data and results from GM, Starbucks, Coca Cola and Visa are on tap today, with the S&P 500 on a five-session win str...

Mega-Cap Earnings, Jobs Report Highlight Busy Week

28 Apr 2025

Contributed by Lukas

This week features four mega-cap earnings reports and April nonfarm payrolls. More than 100 other S&P 500 firms report after trade hopes and falling y...

Alphabet Earnings, Sentiment, Trade, Wrap Up Week

25 Apr 2025

Contributed by Lukas

Alphabet's earnings and consumer sentiment take center stage after info tech strength lifted stocks to their third straight gain. Mega-cap earnings an...

Alphabet Results, Jobless Claims Next After Rally

24 Apr 2025

Contributed by Lukas

Eyes turn to earnings as Alphabet reports later, but jobless claims loom first. Trade hopes lifted stocks yesterday, but yields were volatile on weak ...

After Weak Tesla Earnings, Trade Update Awaited

23 Apr 2025

Contributed by Lukas

Investors digested Tesla results and await earnings from a host of firms, including AT&T and IBM. Bessent's trade update is also ahead as hopes for pr...

Tesla Earnings Ahead After Rough Start to Week

22 Apr 2025

Contributed by Lukas

Tesla reports following another sharp drop for stocks and Treasuries Monday. Earnings pick up but a Treasury auction also could be key. Any trade-rela...

Treasury Auctions, Mega-Cap Results Dominate Week

21 Apr 2025

Contributed by Lukas

Results from Alphabet, Tesla and other big firms stand out this week along with a packed schedule of Treasury auctions. Trade developments will also b...

ECB and Netflix Awaited After Tariff-Related Spill

17 Apr 2025

Contributed by Lukas

An ECB rate decision and Netflix results are highlights after the tariff-related sell off in the chip stocks. Initial jobless claims and any updates o...

Win Streak Ends as Retail Sales, Chip Results Loom

16 Apr 2025

Contributed by Lukas

Light losses yesterday for the major indexes ended a two-day win streak, but volatility declined and so did yields. Today features retail sales and se...

Start the Engines: Airline, Trucking Firms Up Next

15 Apr 2025

Contributed by Lukas

United Airlines and J.B. Hunt Transport are among many firms reporting today after a solid Monday session. The market is also gearing up for central b...

Treasuries, Dollar in Focus After Volatile Week

14 Apr 2025

Contributed by Lukas

Stocks bounced Friday but volatility is seen continuing amid trade fears. Last week's drop in the dollar and yields raised wider concerns. Bank result...

Bank Earnings, PPI Awaited After Another Sell-off

11 Apr 2025

Contributed by Lukas

Wednesday's rally turned into Thursday's rout, erasing much of the historic gains. Today features several major bank earnings reports, producer prices...

After Monumental Rally, Market Braces For CPI

10 Apr 2025

Contributed by Lukas

Yesterday's historic rally after Trump delayed tariffs precedes CPI data today. Analysts expect mild increases, but focus may still be on yields after...

After Ugly Reversal, Market Looks to Delta Earnings

09 Apr 2025

Contributed by Lukas

Yesterday's reversal from early gains to late losses was one of the most dramatic in history, and now investors await Delta Air Lines and Consellation...

Data, Earnings Light, Keeping Tariffs in Focus

08 Apr 2025

Contributed by Lukas

Investors have little data or earnings news to distract them from the tariff headlines today. The E.U. is expected to announce its counter-tariffs, wh...

After Tariff Carnage, Market Awaits Earnings

07 Apr 2025

Contributed by Lukas

Last week's dramatic tariff-based losses sent stocks to 11-month lows and put some indexes into bear market territory. The start of earnings and key i...

With Tariffs in Place, Jobs Focus Returns

04 Apr 2025

Contributed by Lukas

Today's March nonfarm payrolls report is expected to show growth of 130,000 and unemployment of 4.1%. The market is still grappling with Trump's tarif...

After Tariff News, Investors Digest Policy Plans

03 Apr 2025

Contributed by Lukas

Stocks rallied into yesterday's tariff announcement, and investors are digesting the news and trying to sense how it will affect the economy. Jobless ...

Tariff Day Dawns with Investors Hoping for Clarity

02 Apr 2025

Contributed by Lukas

Today's 3 p.m. tariff announcement could provide more clarity around proposed trade barriers but won't necessarily end all uncertainty. ADP March jobs...

Jobs, Manufacturing Data Await After Late Comeback

01 Apr 2025

Contributed by Lukas

Job openings and ISM Manufacturing are highlights today after stocks clawed back Monday in a rally that didn't include major tech names. The tariff an...

Inflation Fears, Declining Sentiment Sink Equities

31 Mar 2025

Contributed by Lukas

A slightly hot inflation reading and a big drop in a consumer sentiment survey sent equity indexes down about 2% Friday, ahead of more pending uncerta...

Markets Slightly Down Ahead of February PCE Data

28 Mar 2025

Contributed by Lukas

Equities moved slightly lower Wednesday as investors digested the latest tariff news while also awaiting new inflation data from the February PCE repo...

More Trump Tariffs Cause Stocks to Skid

27 Mar 2025

Contributed by Lukas

News that President Trump was planning on announcing new tariffs on autos after the market close, prompted a pullback. St. Louis Fed President Musalem...

Confidence Wanes Among Consumers and Services

26 Mar 2025

Contributed by Lukas

Consumer confidence falls along with services outlook, but a divergence between soft data and hard data may assuage fears. Mixed real estate data isn’...

Munis Maybe the Play for Bond Investors

25 Mar 2025

Contributed by Lukas

As stocks rallied, bonds sold off, but the munis could be the next play for bond investors. The S&P 500 battles a pivotal technical point.Important Di...

Central Bank Cuts Don’t Signal Recession

24 Mar 2025

Contributed by Lukas

The trend for central banks is to cut rates but that doesn’t mean a recession is near. But it also doesn’t mean GDP is growing very much.Important...

Stubborn Resistance Repels Bullish Surge

21 Mar 2025

Contributed by Lukas

Despite positive manufacturing, jobs, and real estate news, the bears held at resistance. Investors seek out safe havens in the bond market. Importan...

Stubborn Inflation Concerns Fed

20 Mar 2025

Contributed by Lukas

The Fed held the discount rate even but hinted at stagflation concerns. Manufacturing, jobs, and real estate reports will help shape Thursday’s sess...

Investors Await FOMC Announcement

19 Mar 2025

Contributed by Lukas

All eyes are on the Fed as the FOMC updates its interest rate policy. While nothing is expected to change, investors will scrutinize Chair Powell’s ...

After Back-to-Back Gains, Fed and Nvidia Awaited

18 Mar 2025

Contributed by Lukas

Stocks enter Tuesday up back-to-back days for the first time in a month amid better investor sentiment as tariff noise eased. Nvidia's conference and ...

Retail Sales, Fed Ahead as Investors Mull Economy

17 Mar 2025

Contributed by Lukas

Today's retail sales data and Wednesday's Fed meeting highlight the week, along with Nvidia's GPU Technology Conference. FedEx, Micron, and Nike resul...

Correction time: SPX Starts Day Off 10% From Highs

14 Mar 2025

Contributed by Lukas

After falling into 10% correction territory, the market limps into the weekend hobbled by tariff and growth worries while investors look ahead to a po...

Stocks Face PPI Data After Rising on CPI Report

13 Mar 2025

Contributed by Lukas

A stronger than expected CPI report bolstered stocks on Wednesday which is unlikely to change the Fed’s plans. However, the Bank of Canada cut its k...

Stocks Slip on Tariffs Ahead of CPI

12 Mar 2025

Contributed by Lukas

Stocks fall again as investors digested a tariff announcement targeting imports of Canadian aluminum and steel, with CPI data and a Fed meeting ahead....

Oracle Earnings, CPI in Focus After Sell Off

11 Mar 2025

Contributed by Lukas

Investors digested Oracle's earnings and caught their breath after Monday's sell off as they looked ahead to CPI tomorrow. Recession worries dominate,...

After Worst Week of Year, Market Awaits Price Data

10 Mar 2025

Contributed by Lukas

Wednesday's CPI and Thursday's PPI are highlights ahead, but a possible government shutdown also looms after the worst week since last fall. Oracle re...

After Sell Off, Investors Await Keystone Jobs Data

07 Mar 2025

Contributed by Lukas

Today's February Nonfarm Payrolls report is expected to show jobs growth of 159,000 and unemployment steady at 4%. Stocks hit 4-month lows yesterday a...

Jobless Claims, Broadcom Awaited After Rebound

06 Mar 2025

Contributed by Lukas

Broadcom and Costco earnings are due today, along with jobless claims and layoff data. The market rebounded Wednesday on auto tariff delays, but trade...

Jobs, Services Data Ahead After Failed Comeback

05 Mar 2025

Contributed by Lukas

After a recovery attempt failed Tuesday, investors weary of tariff news can focus today on services data and earnings from Foot Locker and Marvell. AD...

As Tariffs Arrive, Stocks and Yields Play Defense

04 Mar 2025

Contributed by Lukas

President Trump's confirmation late Monday of tariffs against imports from Canada, Mexico, and China have markets on defense after yesterday's sell-of...

After Wild Week, Stocks Await Powell, Jobs Data

03 Mar 2025

Contributed by Lukas

This coming Friday features February jobs data and a speech by Fed Chairman Powell. Stay tuned before that for ISM manufacturing, earnings from Target...

Inflation Data Loom After Tariff-Related Sell-off

28 Feb 2025

Contributed by Lukas

Investors await January PCE prices after tariff-related selling accelerated yesterday and pushed major indexes to one-month lows. Tech shares struggle...

Nvidia Results in Focus After Beating Consensus

27 Feb 2025

Contributed by Lukas

Nvidia's earnings and revenue, out late Wednesday, beat Wall Street's consensus. The stock's direction could help set the tone today. Salesforce's rev...

Stocks on Losing Streak as Investors Await Nvidia

26 Feb 2025

Contributed by Lukas

Nvidia's results after the close are likely the big event today with the S&P 500 on a four-day losing streak as tech struggles. Yields hit two-month l...

Home Depot, Confidence Awaited After More Losses

25 Feb 2025

Contributed by Lukas

Home Depot results and Consumer Confidence loom after the Nasdaq went negative for the year Monday. Sentiment has slipped, especially for tech, but Nv...

Inflation Data, Nvidia Next After Last Week's Dive

24 Feb 2025

Contributed by Lukas

PCE inflation data this Friday and Nvidia earnings this Wednesday follow a sharp drop last week triggered by new virus fears and weak U.S. data. Risk-...

With Win Streak Over, Market Awaits Sentiment Data

21 Feb 2025

Contributed by Lukas

Walmart-related weakness took consumer stocks lower yesterday, ending a short streak of record market highs. Today's sentiment data will be scrutinize...

Walmart Earnings Ahead After Stocks Hit New High

20 Feb 2025

Contributed by Lukas

Investors await Walmart results and jobless claims after consecutive record closes for the S&P 500. Yields fell Wednesday, but Fed minutes made near-t...

After Late Surge to New Highs, Fed Minutes Await

19 Feb 2025

Contributed by Lukas

Housing data and Fed minutes are next after a late rally sent the SPX to a new all-time closing high yesterday. Rising yields and volatility, however,...

After Near-Record Run, Fed Minutes, Home Data Loom

18 Feb 2025

Contributed by Lukas

Housing data, leading indicators, Fed minutes, and Walmart earnings are on the calendar this holiday-shortened week after stocks just missed an all-ti...

Nearing Record Highs, Market Awaits Retail Sales

14 Feb 2025

Contributed by Lukas

After jumping close to record highs Thursday on easing tariff and inflation worries, the market starts Friday up for the week and awaiting January ret...

Awaiting PPI, Tech Earnings After Yields Spike

13 Feb 2025

Contributed by Lukas

January Producer Price Index data this morning is a key piece of the puzzle after yields spiked yesterday following a hot CPI report. Several tech fir...

CPI, Cisco, Powell Ahead as Stocks Seek Direction

12 Feb 2025

Contributed by Lukas

After stocks wavered and yields climbed yesterday following Fed Chairman Powell's remarks to Congress, Powell returns for more testimony with CPI data...

After Monday Rally, Market Awaits Powell, CPI

11 Feb 2025

Contributed by Lukas

Fed Chairman Powell testifies to Congress today and January CPI is tomorrow. Coca Cola and Lyft report today, and investors also will watch several Tr...

Inflation, tariffs in focus ahead of Powell, CPI

10 Feb 2025

Contributed by Lukas

January CPI on Wednesday puts prices back in the spotlight as Fed Chairman Jerome Powell testifies to Congress starting tomorrow. Tariffs and McDonald...

Jobs Data Next as Investors Assess Amazon Results

07 Feb 2025

Contributed by Lukas

Amazon's first quarter guidance disappointed late Thursday after a third-straight gain for the SPX, and investors expect today's January jobs data to ...