Rising U.S. and global yields continue to drag the stock market, now down three days in a row. Fed minutes later could shed light on the rate debate. Target reports this morning.
Housing starts and building permits arrive this morning along with Home Depot earnings after a weak Monday that saw higher yields and oil weigh on major indexes.
The 2026 midterms could reshape control of Congress, raising the odds of divided government and near-term market volatility, but investors should stay focused on long-term goals.
The long summer rally ran into headwinds this week as the 60-day ceasefire ended without a resolution and bond yields and oil climbed globally. Tech, especially chips, fell early.
Rising oil sent yields higher and slowed market gains last week amid a slate of relatively soft U.S. data. This week brings retailer results, but war remains a large concern.
U.S. debt may not be at an immediate breaking point, but persistent deficits, higher rates, and rising interest costs are narrowing fiscal space and market tolerance.
With a lot of housing data on tap this week, Schwab's Kevin Gordon focuses on the three main components of housing affordability in his look at the Week Ahead.
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
Find Market Commentary content
Fed Minutes Awaited as Stocks Stumble on Yields
Looking to the Futures
Home Depot, Housing Starts Due After Weak Monday
What the 2026 Midterms Could Mean for the Markets
Today's Options Market Update
High Yields, Soft Data Mulled as Retailers Report
America's New Debt Reality
Three Points on Housing Affordability | Week Ahead
The Economy's Curious Balancing Act (With Dr. Richard Clarida)