US Stock Market Today: S&P 500 Futures Edge Up As Rising Yields Test Growth

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.

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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.

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Look past the headline indexes and focus on where risk is actually controlled. Markets rarely stay patient for long once volatility picks up, with our curated list of solid balance sheet and fundamentals (23 results) helping you zero in on companies built on resilient cash flows and sturdier balance sheets right when tighter conditions are front and center.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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