Tariff concerns swirl but stocks rose ahead of minutes from the Fed's last meeting. Media reports say a trade deal with the EU may be near, and a 10-year note auction is ahead.
The week started on a slow note following the holiday with investors nervous about tariffs and the start of earnings. Fed minutes later today could provide some color on rates.
A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tariffs remain front and center.
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
Well-rested investors will try to build on last Thursday’s better-than-expected jobs report. However, Trump’s tariff deadline and national debt concerns loom over markets.
The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
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