Podcast · 311 episodes
Schwab Market Update Audio, page 2
by Charles Schwab · English
The Schwab Market Update podcast gives investors essential information to start their days, including a summary of market news, stocks to watch, and a look at what's ahead. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (1124-3JAB)
All episodes, page 2
Markets' Two-Part Test: Nvidia Earnings, PCE DataMarkets face a “two-part test” on Aug. 26: morning macro data (July PCE inflation, second-quarter GDP, durable goods) before the open, then major tech earnings after the close—especially…26 Aug 2026 · 9 min · 4 chapters
Trade Tensions, Nvidia Overshadow Economic DataMarkets brace for NVIDIA earnings and major macro data amid renewed U.S.-Canada trade tensions, Iran sanctions, and Fed/interest-rate uncertainty. Key claims: Trade escalation includes 50% U.S.25 Aug 2026 · 9 min · 5 chapters
PCE Data, Nvidia Earnings Loom As Yields ClimbMarkets ahead of Monday Aug 24: elevated Treasury yields and oil pressure, then focus on July inflation (PCE) and major tech earnings; Jackson Hole and Fed commentary may affect rate expectations.24 Aug 2026 · 8 min · 5 chapters
Yields, Oil In-Focus Amid Light Earnings SlateThis Schwab Market Update (Aug 21) says markets may stay focused on rising oil and Treasury yields despite a light earnings/economic calendar.21 Aug 2026 · 8 min · 4 chapters
Walmart Up Next as Market Ponders Treasury's MoveThe episode is a Schwab Market Update for Thursday, Aug 20, covering: Treasury’s surprise plan to double 10–30 year debt repurchases, which cooled long-end yields (30-year yield down 9 bps to just…20 Aug 2026 · 10 min · 5 chapters
Fed Minutes Awaited as Stocks Stumble on YieldsMarkets wobble as late Fed meeting minutes arrive; rising Treasury yields and oil prices lift borrowing costs and pressure stocks, especially chips and tech.19 Aug 2026 · 10 min · 5 chapters
Home Depot, Housing Starts Due After Weak MondayDaily market outlook for Tuesday, Aug. 18, covering Home Depot’s earnings, bond yields/TIC flows, oil and geopolitics, and upcoming U.S. housing starts/building permits plus Fed minutes.18 Aug 2026 · 10 min · 6 chapters
High Yields, Soft Data Mulled as Retailers ReportMarkets outlook for Aug 17, driven by softer July retail sales, bond yield pressure, Fed minutes, and upcoming retail earnings (Home Depot, Target, Walmart), plus a quick earnings/sector and…17 Aug 2026 · 10 min · 4 chapters
Retail Sales are Last Rung on Weekly Data LadderThis Schwab Market Update (Aug 14) says the week’s “last rung” of weekly data is July retail sales at 8:30 a.m. Eastern.14 Aug 2026 · 10 min · 3 chapters
After Mild CPI, Investors Await PPI, Watch YieldsMarkets await upcoming inflation data after mild July CPI; focus shifts to Thursday’s PPI and its implications for Fed policy, yields, and stocks.13 Aug 2026 · 10 min · 5 chapters
CPI Looms After Soft Start to Week as Oil ClimbsThe episode previews Wednesday, Aug. 12 markets, focusing on CPI and related inflation signals. Topic: July CPI (8:30 a.m.12 Aug 2026 · 10 min · 5 chapters
CPI Looms Along with AI Results, but Iran in FocusPre-CPI market setup, Fed rate-hike odds, Treasury auctions, earnings catalysts, and geopolitical risk around Iran/Strait of Hormuz. Guests: None mentioned in the transcript.11 Aug 2026 · 10 min · 4 chapters
After Record S&P 500 Finish, Iran and Yields EyedThis Schwab Market Update (Aug 10) says markets are digesting Friday’s surprise July jobs miss: non-farm payrolls fell by 23,000, unemployment dropped to 4.1% but participation fell to 61.4%, and…10 Aug 2026 · 10 min · 4 chapters
Stocks on Pace for Strong Week, Awaiting Jobs DataMarkets heading into Friday Aug 7; investors await July non-farm payrolls and next week’s CPI, weighing Fed rate-hike odds.7 Aug 2026 · 9 min · 4 chapters
Jobs Data, Oil, Memory Chip Earnings In FocusThe episode previews Thursday, Aug. 6 markets ahead of Friday’s key jobs report.6 Aug 2026 · 10 min · 6 chapters
After Rally to Highs, SpaceX, AMD Results in FocusThe episode is a Schwab Market Update for Wednesday, Aug. 5, covering a midweek rally to record highs driven by hopes for Middle East progress (Iran/Strait of Hormuz) and ongoing earnings strength.5 Aug 2026 · 10 min · 5 chapters
AMD, Caterpillar, SpaceX and Job Openings LoomThis Schwab Market Update (Aug 4) says earnings momentum is still building: 140+ firms report this week, including Palantir (AI demand; beat and raised FY2026 revenue and free cash flow guidance),…4 Aug 2026 · 10 min · 5 chapters
Markets Brace for Packed Earnings Week, Jobs DataMarkets brace for a packed earnings week and key jobs data (Aug 3–9).3 Aug 2026 · 11 min · 5 chapters
Earnings, Sentiment Data In-Focus Amid TechFriday July 31 market preview focused on tech/AI earnings momentum, upcoming energy earnings, and macro signals from GDP, inflation, and consumer sentiment; includes Fed and bond-market implications.31 Jul 2026 · 11 min · 3 chapters
Apple, Amazon, and GDP Await After Fed DecisionMarkets await Fed aftermath, GDP and PCE data, plus major earnings (Apple/Amazon) after U.S.-Iran tensions lifted oil and volatility. Guests: None mentioned.30 Jul 2026 · 10 min · 5 chapters
Fed Decision and Microsoft, Meta Earnings In-FocusJuly 29 market preview covering Fed policy decision, major earnings (Microsoft, Meta), broader earnings calendar, and macro data.29 Jul 2026 · 10 min · 4 chapters
Packed Earnings Slate In-Focus Before Fed DecisionMarkets look ahead to a busy earnings slate and major catalysts, especially tomorrow’s Federal Reserve decision, amid easing but still-elevated geopolitical and inflation pressures.28 Jul 2026 · 10 min · 6 chapters
Markets Eye Mag 7, Fed Decision Amid Iran TensionsSchwab Market Update for Monday, July 27—what to watch this week in earnings, Fed policy, and macro risks (tariffs, oil, U.S.-Iran tensions), plus market movers and economic data.27 Jul 2026 · 10 min · 4 chapters
Intel Impresses After Oil, AI Spending Hurt StocksMarkets recap for July 24: Intel’s strong earnings lift stocks after a bad day; oil spikes above $90 due to Middle East/Red Sea attacks; Treasury yields hit a 2026 high (10-year above 4.7%);…24 Jul 2026 · 10 min · 4 chapters