There's a tug-of-war between movement on the geopolitical front and a feast of U.S. data this week, culminating in Friday's jobs report. Oil and yields could set the tone.

With jobs data out this week, Schwab's Kevin Gordon looks at what past jobs data have shown and what may be next for the labor market in the Week Ahead.

The S&P 500 and Nasdaq Composite are on track for weekly gains, assisted by relative strength in AI-related stocks, and despite the march higher in global bond yields.

The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.

The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.

Stocks rose Monday as AI shares surged after oil prices and Treasury yields retreated. Iran peace efforts and a Trump-Xi meeting are in focus this week amid a light earnings slate.

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

Our point of view on recent market and economic activity.

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.