The Morning Bull – US Market Morning Update Monday, Sep, 21 2026
US market futures are pointing slightly higher, with E-mini S&P 500 contracts up about 0.1% and Nasdaq-100 futures gaining around 0.6%. The backdrop is messy. Global bond yields are climbing, with the US 10 year moving about 6.8 basis points, which keeps borrowing costs for households and companies under pressure. At the same time, US manufacturing output slipped 0.3% in August and industrial production stalled. This is a sign that factories are not running flat out even though capacity use sits near 76.3%. Investors are left weighing whether higher rates and softer production hurt banks and real estate more than they help big tech and AI linked growth stories.
With global bond yields grinding higher and mortgages, gilts and Bunds all feeling the strain, it pays to focus on 30 resilient stocks with low risk scores that may handle tighter financial conditions more calmly.
Top Movers
Is Coinbase Global still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
Look past the noise – uncover the top narrative that explains what truly matters for Nucor’s long-term success.
On The Radar
Earnings from consumer staples and business services will share the stage with fresh reads on global rates and energy.
-
AutoZone (AZO) reports Q4 2026 on Tuesday, giving a read on parts demand and repair spending sensitivity to borrowing costs.
-
General Mills (GIS) posts Q1 2027 on Wednesday, with attention on pricing, promotions, and cost pressures in packaged food.
-
Paychex (PAYX) releases Q1 2027 on Wednesday, where payroll volumes and client retention can hint at hiring resilience.
-
Cintas (CTAS) shares Q1 2027 on Wednesday, highlighting uniform rental and facility services trends tied to broader business activity.
-
Global yields and oil prices stay in focus through Wednesday as higher funding costs and energy feed into risk appetite.
Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!
