Schwab Market Update Audio
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Jobless Claims, Key Earnings Next After Rate Cut

The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and earnings from FedEx and Lennar.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Rate Cut Seen, Projections Awaited as Fed Looms

Today's Fed meeting appears likely to bring a 25-basis point rate cut, the first since December. Rate and economic projections are also awaited, along with Powell's remarks.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Retail Sales Take Spotlight Ahead Of Fed Meeting

Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
All names and ma...
Fed Decision, Economic Data Take Center Stage

All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
Fed Rate Cut in Focus Despite Sticky CPI Report

All three major market indexes hit record highs on Thursday despite a sticky CPI report. Investors are now focused on the Fed cuts next week, and today’s consumer sentiment data.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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CPI Next: Final Key Data Point Before Fed Decision

After a benign PPI, this morning's CPI is the last big data news before next week's Fed decision. Stocks are at record highs after Oracle's massive rally. Adobe reports later.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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PPI, Oracle Results, and Slower Job Gains in Focus

August PPI could affect the Fed's decision next week, and Oracle missed on earnings but gave solid guidance, initially boosting shares. The BLS slashed prior job growth estimates.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Apple Event, Jobs Update, Oracle Precede PPI Data

Oracle results, a jobs update, and Apple's event loom, but investors are focused on tomorrow's PPI. The last PPI far exceeded estimates, raising concerns over tariffs' impact.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Inflation In-Focus After an Anemic Jobs Report

After Friday’s nonfarm payrolls report spooked investors, all eyes will be on this week’s inflation data for evidence of a brewing, yet still mild, form of stagflation.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Pondering Broadcom, Waiting for Payrolls

Investors looking for signs of labor market softness to confirm imminent Fed rate cuts will be focused on the long-awaited nonfarm payrolls report Friday.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
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Labor Market Softness, Broadcom Earnings In Focus

After a weak JOLTS reading, investors will be closely watching today's jobs data for signs of softness as rate cut expectations continue to rise.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Job Openings, Salesforce Next Amid Tariff Concerns

Though today's focus could be on job openings data early and Salesforce results late, tariff-related uncertainty remains a factor and markets stumbled out of the gate this week.
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This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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September Dawns with Jobs, Tech Results in View

The shortened week is long on data with today's ISM Manufacturing report, tomorrow's JOLTS, and Friday's nonfarm payrolls. Salesforce and Broadcom results are also ahead.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
<...Market Awaits PCE, Fed’s Favorite Inflation Gauge

All eyes will be on the PCE price index today as investors look for evidence that inflation has cooled enough for the Federal Reserve to cut rates.Â
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., I...
Nvidia Tops Estimates Despite Miss in Key Business

Nvidia's results late Wednesday likely set the stage. The firm topped earnings and revenue estimates, but data center fell short. Shares of the firm initially sagged on the news.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Nvidia Results Awaited and Could Have Broad Impact

As Nvidia reports later, AI demand and any color executives can provide on China sales loom large. Stocks closed near record highs yesterday despite Fed independence fears.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Market Awaits Key Catalysts, Pauses After Rally

Friday's Fed-fueled rally lasted one day. Stocks limp into Tuesday after starting the week in a slump amid rising yields and a lack of positive news. Nvidia looms tomorrow.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles...
Nvidia, Inflation Data, Auctions Highlight Week

Nvidia earnings on Wednesday and PCE inflation on Friday could determine Wall Street's path in coming days, along with several Treasury auctions. Powell gave stocks a boost Friday.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Powell on Tap After Fifth Straight Lower Session

The S&P 500 is down five sessions in a row as data hints at inflation and hopes for a September rate cut fall. Powell talks at 10 a.m. ET, but it's unclear if he'll discuss policy.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for...
Walmart Next as Fed's Jackson Hole Summit Starts

Walmart's earnings could be a good barometer of tariffs' impact after a solid day for staples stocks Wednesday. The Fed's Jackson Hole summit begins with Powell speaking Friday.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Target Results, Fed Minutes Follow Tech's Hard Day

After tech stocks fell in what seemed to be sector rotation Tuesday, investors await Lowe's and Target results along with Fed minutes ahead of Powell's Jackson Hole speech Friday.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Home Depot Kicks off Big Box Earnings, Fed Ahead

Home Depot results start the big box parade, with Lowe's and Target tomorrow and Walmart Thursday. Investors also await Fed minutes tomorrow and Powell's Friday speech.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
Fed's Jackson Hole Meeting Ahead as Data Slows

This week features a slower data flow but reaches a crescendo Friday when Fed Chair Powell speaks from Jackson Hole. Retailers including Home Depot and Walmart get ready to report.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of...
Retail Sales Loom with Stocks on Edge After PPI

A hot Producer Price Index (PPI) report yesterday raised new challenges for the Fed as inflation and jobs both seem troubled. Retail sales today spotlight consumer demand.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Investors Brace for PPI, Jobs Data After New Highs

Wholesale price data and weekly jobless claims kick off the day after fresh new highs Wednesday. Falling Treasury yields have been a tailwind. Cisco earnings topped estimates.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Catalysts Thin for Now as Cisco, PPI Data Awaited

Cisco results due later today and July PPI data early tomorrow are key events ahead. Major indexes hit record highs Tuesday on hopes for rate cuts after a benign CPI report.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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All Aboard for CPI: Inflation Data Could Set Tone

Today's July CPI report could show if imported goods saw a blunter tariff impact after signs of that emerged in June. Yields might jump if the data come in hotter than expected.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a...
After Solid Week, July CPI and Trade Deadline Loom

Last week featured records for the tech-heavy Nasdaq, along with S&P 500 strength. Today's calendar is light, but investors await tomorrow's tariff deadline for China and CPI data.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Stocks Up for Week but Tariffs, Auctions Take Toll

Wall Street nears the weekend with "buy the dip" still intact but rallies also being sold. Tariff pressure hit many stocks yesterday and yields rose on weak bond auction demand.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Tariff Deadline On Hand as Treasury Auctions Loom

Treasury auctions could help set direction for yields and stocks, and tariffs hit imports from dozens of countries. Eli Lilly is a major earnings report to watch this morning.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles...
Consumer in Focus with Uber, McDonald's, Disney

Three consumer giants report and Fed speakers loom with the S&P 500 down five of six sessions on job and tariff fears. Info tech fell Tuesday and the SPX teeters near key support.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Market bounces back, S&P breaks losing streak

Stocks bounced back on Monday with leadership from mega-cap stocks and some merger and acquisition news. However, a couple secular indicators are flashing warning signs.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
Job Number Misses and Tariffs Prompt Selling

New tariffs and missed expectations for the July nonfarm payrolls report, along with lower revisions for May and June, sent stocks Down. However, the coming week is a bit lighter.Â
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Ch...
Digesting Apple and Amazon, Waiting for Payrolls

Amazon and Apples' results are under scrutiny after a disappointing Thursday on Wall Street. The S&P 500 is on a 3-day losing streak going into today's nonfarm payrolls report.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
The Schwab Center for Financial Research is a division of Charles S...
Mulling Microsoft, Meta, and Fed Ahead of PCE Data

Data and earnings accelerate today as investors digest better-than-forecast Microsoft and Meta results and the Fed's meeting. Apple and Amazon report later after PCE prices early.
Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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...
Fed Takes Center Stage Following Jobs, GDP Data

Today's Fed meeting likely won't bring policy changes but could hint at a September cut. Investors also await today's GDP and ADP jobs data, and Microsoft and Meta report later.
Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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...
Jobs, Confidence Data Next Amid Flurry of Earnings

Job openings and consumer confidence loom as the Fed meeting begins and Boeing, Visa, and Starbucks report. Trade talks with China resume and the SPX is up six straight sessions.
Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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...
Fully Booked: Fed, Jobs Data, Mag 7 Results Loom

A packed week starts with eyes on possible trade deals and Treasury auctions today before a Fed meeting, jobs data, and four "Magnificent 7" results between Wednesday and Friday.
Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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...
Catalysts Light Before Weekend After Record Highs

Today and Monday are the calm before the storm as stocks approach next week's massive wall of data and earnings at record highs. Trade remains key as the August 1 deadline nears.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The 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 decisions.
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Tesla, Alphabet Results Digested with ECB Awaited

Alphabet beat expectations and also forecasted more capital spending. Tesla met consensus. The ECB is expected to stand pat on rates, and U.S. stocks made new highs Wednesday.
Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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...