Market Snapshot

Dow futures edge higher to start week with key stock benchmarks near records

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Stock-index futures pointed to a mixed start for markets to begin the week after the Dow Jones Industrial Average and S&P 500 finished just shy of records on Friday.

What are major indexes doing?

On Friday, stocks rose following a May jobs report that came in below expectations but showed a significant pickup in job creation from April. The Dow DJIA, +0.52% rose 0.7% for the week, while the S&P 500 SPX, +0.88% gained 0.6% and the Nasdaq Composite COMP, +1.47% advanced 0.5%. The Dow and S&P 500 ended the week less than 0.1% away from their record finishes on May 7.

What’s driving the market?

“There seems to be widespread relief from the soft payrolls numbers as the solid but underwhelming jobs recovery has created a goldilocks scenario for the U.S. economy where the Fed can afford to take its time before rushing in to turn off the stimulus taps,” said Raffi Boyadjian, senior investment analyst at XM, in a note.

At the same time, “it’s becoming increasingly difficult for investors to ignore the hints that tapering is moving closer to the horizon and the lingering uncertainty could keep stock markets in check until clearer signals emerge,” he said.

U.S. Treasury Secretary Janet Yellen said in an interview Sunday that it would be OK if President Joe Biden’s $4 trillion spending plans lift inflation and lead to higher rates.

“We’ve been fighting inflation that’s too low and interest rates that are too low now for a decade,” she told Bloomberg. “We want them to go back to” a normal environment, “and if this helps a little bit to alleviate things then that’s not a bad thing — that’s a good thing.”

The May consumer-price index is scheduled for release on Thursday morning. A jump in the April reading last month rattled investors last month.

The Group of Seven wealthy democracies agreed Saturday to support a global minimum corporate tax of at least 15%, a move designed to deter multinational companies from avoiding taxes by stashing profits in low-rate countries. The plan must overcome hurdles to implementation, however, including a divided U.S. Congress.

Biden and Sen. Shelley Moore Capito, R-W.Va., were set to meet again Monday in an attempt to reach a bipartisan agreement on infrastructure spending. Biden on Friday rejected an offer by Capito to add around $50 billion to Senate Republicans’ $928 billion plan. Biden, who last week cut the size of his infrastructure proposal to $1.7 trillion, told the lawmaker he wants at least $1 trillion in new spending over current levels versus $250 billion in the Republican plan, according to reports.

The economic calendar is light Monday, with April consumer-credit data due at 3 p.m. Eastern.

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