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.

Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.

Crude oil futures (/CL) moved lower Friday, with the front-month WTI contract settling near $92 per barrel.

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.

Falling oil prices spurred by hopes for Middle East progress lifted stocks, while yields remain elevated but below overnight peaks. Consumer sentiment data looms after the open.

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.

U.S. and Chinese leaders meet today to discuss trade and oil, but the dramatic rally in yields this week may overshadow the event. Costco reports later, and new home sales are due.

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.