European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

Last Friday's 0.3% monthly core CPI growth for August raised chances of a Fed rate hike Wednesday. Data is thin, so oil and a possible test of 5% for the 10-year note could be key.

With little other macroeconomic data on the horizon this week, the FOMC will take center stage. Schwab's Kevin Gordon examines past hike cycles in his look at the Week Ahead.

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.

Stocks remained range-bound, but underlying market volatility, sector rotation, rising oil prices, Treasury yields, and positioning ahead of next week's FOMC meeting kept the outlook cautious as equities tested key support levels.

History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.

Schwab Market Insights provides an overview of market data and trends, with commentary, empowering investors with the information they need.

Kasey McCurdy, Schwab Wealth Advisory Chief Portfolio Strategist, highlights key charts and portfolio views from the Schwab Market Insights.